The Avente Capital Partners I LP, with about $28 million in assets, plans to make opportunistic investments in a variety of real estate sectors.
One online lender hopes to lure millennials with avocado toast, Elizabeth Warren really loves HBO's "Ballers" and Clinton Portis says he contemplated killing his financial advisors.
Overall advisor satisfaction was slightly down, but the most profitable financiers are much less happy.
The needle has barely moved on bringing Gen X and Gen Y clients into wealth management firms, even as advisors are lowering fees.
Tim Duncan's former financial advisor gets prison time for fraud, Stephanie Sammons branches out on her own and Salvador Dali may have a new heir.
PriceMetrix' report details the challenging trends facing financial advisors, including the struggle to move behind the Baby Boomer base.