It is important that financial advisors and wealth managers inform their clients of the benefits of second citizenships, including issues related to international diversification of financial assets as well as personal assets....More
Consulting firm Ernst & Young recently published its Global Market Outlook 2016 report, which highlights key trends in private equity real estate. Mark Grinis, global real estate fund services leader at Ernst & Young, provides insight into the top 10 issues to watch in the coming year.
Fund managers who got the axe from institutional investors or mega-funds, amidst sweeping personnel cutbacks in 2015 are wasting no time in finding treasure elsewhere, especially if they are talented real estate investors....More
In theory, opening the flood gates to non-accredited investors significantly expands the potential investor base and would bring even more capital into the commercial real estate investment arena....More
Variable annuities can offer a number of potential benefits: They can help plan retirement income, generate tax-deferred growth and, with some contracts, protect principal. Yet even advisors, who recognize the benefits of variable annuities acknowledge their drawbacks—particularly their fees and the tax treatment of gains....More
As the industry continues to shift toward fee based business, many advisors are taking a deeper look into their current practice in an effort to align with this trend. The good news is that shifting away from a commission-based model can transform your practice in powerful ways—including increasing the stability of your revenue streams, enhancing client loyalty and potentially boosting the value of your businesses....More