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News

Virtual Externship Offers Pathways for the Next Generation of Financial Planners

Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.

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April 4, 2023
News

LPL Adds Ohio OSJ with $850M in Client Assets

Financial Design Group is joining LPL from Securian Financial Services, and comes after teams with $1.45 billion collective assets joined the firm’s Strategic Wealth Services division this month.

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April 3, 2023
News

Insurtech Startup Modern Life Adds Long-Term Care Insurance

The platform helps advisors from initial data collection to comparisons, quotes and sales of insurance products.

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April 4, 2023
  • News

    Karl Heckenberg Steps Down as CEO of Emigrant Partners

    April 10, 2023 /

    Barry Friedberg, co-chairman of New York Private Bank & Trust, Emigrant Partners’ parent company, will assume Heckenberg’s responsibilities on an interim basis.

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    401(k) Real Talk Episode 55: April 12, 2023

    April 12, 2023

    Former Oregon Broker Sentenced to 4 Years in Prison for Tax Evasion

    April 5, 2023

    Flourish Cash Announces Redtail Technology Integration

    April 4, 2023
  • Real estate

    Seven Must Reads for Real Estate Investors Today (April 11, 2023)

    April 10, 2023 /

    Foreign investors are pausing activity and refocusing on less traditional real estate sectors amid economic uncertainty, reports Commercial Observer. Mortgage Professional America asks whether real estate remains a good investment choice in an inflationary environment. These are among today’s must reads from around the commercial real estate industry.

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    Regional Bank Pullback Exposes Widest Spreads in Years on Commercial Mortgage Bonds

    April 10, 2023

    A $1.5 Trillion Wall of Debt Is Looming for US Commercial Properties

    April 10, 2023

    Eight Must Reads for CRE Investors Today (April 10, 2023)

    April 10, 2023
  • Real estate

    People Working in the Office Spend 25% More Time on Career Development

    April 10, 2023 /

    Those who came into work devoted about 40 more minutes a week to mentoring others, nearly 25 more in formal training and about 15 additional minutes each week doing professional development and learning activities, according to WFH Research, a group that includes Stanford University economist Nicholas Bloom.

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    FedEx Overhaul Contemplates a Future With No Drivers on Payroll

    April 10, 2023

    Blackstone Raises More Than $30 Billion for Giant Real Estate Fund

    April 11, 2023

    REIT Struggles Weigh on Real Estate ETFs

    April 10, 2023
  • Practice management

    What the Bank Crisis is Teaching Us About the Industry Landscape

    April 10, 2023 /

    The natural order is being tested in the wealth management industry, and it will be some time before we see who the real winners and losers are.

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    Robinhood To Pay $10M Over 'Significant Operational Issues'

    April 6, 2023

    How Advisors Can Use AI to Better Serve Clients

    April 6, 2023

    Former Oregon Broker Sentenced to 4 Years in Prison for Tax Evasion

    April 5, 2023
  • News

    What the Bank Crisis is Teaching Us About the Industry Landscape

    April 10, 2023 /

    The natural order is being tested in the wealth management industry, and it will be some time before we see who the real winners and losers are.

    read more
    . 0 Comments

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    Mindy Diamond on Independence: The Evolution of an Independent Practice

    April 6, 2023

    SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform

    April 7, 2023

    The AI Future of Finance Is Now

    April 6, 2023
  • Practice management

    “Cultural Cues” From Schwab’s Spring 2023 Independent Advisor Outlook Study

    April 10, 2023 /

    Growth at what cost?

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    Robinhood To Pay $10M Over 'Significant Operational Issues'

    April 6, 2023

    Virtual Externship Offers Pathways for the Next Generation of Financial Planners

    April 4, 2023

    Crypto Exchange Beaxy, Founder Sued by SEC for Violations

    March 30, 2023
  • News

    “Cultural Cues” From Schwab’s Spring 2023 Independent Advisor Outlook Study

    April 10, 2023 /

    Growth at what cost?

    read more
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    401(k) Real Talk Episode 55: April 12, 2023

    April 12, 2023

    Meet the Externs

    April 4, 2023

    Insurtech Startup Modern Life Adds Long-Term Care Insurance

    April 4, 2023
  • News

    Nuveen’s John Miller to Retire as Head of Firm’s Municipals Business

    April 10, 2023 /

    The departure was announced alongside Nuveen’s settlement of a years-long legal battle with Preston Hollow Community Capital.

    read more
    . 0 Comments

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    Insurtech Startup Modern Life Adds Long-Term Care Insurance

    April 4, 2023

    401(k) Real Talk Episode 54: April 5, 2023

    April 5, 2023

    Flourish Cash Announces Redtail Technology Integration

    April 4, 2023
  • Real estate

    REIT Struggles Weigh on Real Estate ETFs

    April 10, 2023 /

    Real estate ETFs are down more than 25% from their peaks. Is now the time to buy or is there more pain ahead for the sector?

    read more
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    Fed Operating Losses Seen Growing with Higher Interest Rates

    April 11, 2023

    Eight Must Reads for CRE Investors Today (April 10, 2023)

    April 10, 2023

    Publicly-Traded REITs Tread Water in March; Remain Up for the Year

    April 10, 2023
  • Real estate

    FedEx Overhaul Contemplates a Future With No Drivers on Payroll

    April 10, 2023 /

    The overhaul centers on a merger between its Ground unit, which uses non-employee contractors to move parcels, and its Express division, which hires only staff drivers.

    read more
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    Fed Operating Losses Seen Growing with Higher Interest Rates

    April 11, 2023

    Nine Must Reads for Real Estate Investors Today (April 12, 2023)

    April 11, 2023

    People Working in the Office Spend 25% More Time on Career Development

    April 10, 2023
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  • 401(k) Real Talk Episode 55: April 12, 2023
  • Fed Operating Losses Seen Growing with Higher Interest Rates
  • Blackstone Raises More Than $30 Billion for Giant Real Estate Fund
  • Nine Must Reads for Real Estate Investors Today (April 12, 2023)
  • Why Cresset Brought Real Estate Investment Under its Banner

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  • 401(k) Real Talk Episode 55: April 12, 2023
  • Fed Operating Losses Seen Growing with Higher Interest Rates
  • Blackstone Raises More Than $30 Billion for Giant Real Estate Fund
  • Nine Must Reads for Real Estate Investors Today (April 12, 2023)
  • Why Cresset Brought Real Estate Investment Under its Banner
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