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Industry News & Trends
WMRE's Common Area: A CRE Economist’s View of Current Market ConditionsWMRE's Common Area: A CRE Economist’s View of Current Market Conditions

Xander Snyder, Senior Commercial Real Estate Economist at First America, comes on the podcast to discuss economic trends impacting real estate investment.

byJohn Smith
Feb 21, 2023
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RIA
Profile in Growth: Bogart WealthProfile in Growth: Bogart Wealth
byAli Hibbs
Feb 21, 2023
1 Min Read
Cambridge grew at a nice clip in 2012 and is right on the heels of Park Avenue with a total of 2241 advisors
Industry News & Trends
Cambridge Launches Tool that Formalizes Advice SharingCambridge Launches Tool that Formalizes Advice Sharing
byPatrick Donachie
Feb 21, 2023
1 Min Read
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Insights & Analysis
Navigating Value Investing Strategies in the Modern MarketNavigating Value Investing Strategies in the Modern Market
Feb 17, 2023
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Insights & Analysis
Managing Risk in Private Foundations: Compliance FundamentalsManaging Risk in Private Foundations: Compliance Fundamentals
Feb 17, 2023
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Regulation & Compliance
Former NBA Player Paul Pierce Will Pay $1.4M in Crypto CaseFormer NBA Player Paul Pierce Will Pay $1.4M in Crypto Case
byAustin Weinstein
Feb 17, 2023
1 Min Read
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RIA
RIA Roundup: Mariner Wealth Advisors Acquires Arizona Tax Practice
RIA Roundup: Mariner Wealth Advisors Acquires Arizona Tax Practice
Feb 17, 2023
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1 Min Read
byAli Hibbs, Reporter
Jeff Steiner and Tim Durbin
RIA
Private Wealth Management Adds $1B U.S. Bank Expats
Private Wealth Management Adds $1B U.S. Bank Expats
Feb 17, 2023
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1 Min Read
byAli Hibbs, Reporter
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Industry News & Trends
Why Workers Aren’t Returning to North America’s Second Biggest Financial Center
Why Workers Aren’t Returning to North America’s Second Biggest Financial Center
Feb 16, 2023
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1 Min Read
byAri Altstedter
Focus Financial Office
RIA
Focus Exceeds 2022 Expectations Despite Faltering M&A, Organic Growth Rates
Focus Exceeds 2022 Expectations Despite Faltering M&A, Organic Growth Rates
Feb 16, 2023
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1 Min Read
byAli Hibbs, Reporter
department of labor
Regulation & Compliance
Attorneys Urge Advisors to Comply With DOL Rollover Guidance, Despite Court Decision
Attorneys Urge Advisors to Comply With DOL Rollover Guidance, Despite Court Decision
Feb 16, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
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Career Moves
Mindy Diamond on Independence: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint
Mindy Diamond on Independence: How a Lincoln Financial Ensemble Found a New Independent Path with SagePoint
Feb 16, 2023
byMindy Diamond, Louis Diamond
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Industry News & Trends
10 Must Reads for CRE Investors Today (Feb. 16, 2023)
10 Must Reads for CRE Investors Today (Feb. 16, 2023)
Feb 16, 2023
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1 Min Read
byJohn Smith
Sequoia founder and CEO Tom Haught
RIA
Sequoia Financial to Buy $5B Zeke Capital
Sequoia Financial to Buy $5B Zeke Capital
Feb 16, 2023
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1 Min Read
byAli Hibbs, Reporter
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RIA
NewEdge Advisors Hatches Unique Strategy to Fuel Acquisition Pipeline
NewEdge Advisors Hatches Unique Strategy to Fuel Acquisition Pipeline
Feb 16, 2023
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
TruClarity to Be Broken Up, Sold to Dynasty, RIA OneSeven
TruClarity to Be Broken Up, Sold to Dynasty, RIA OneSeven
Feb 16, 2023
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1 Min Read
byAli Hibbs, Reporter
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Regulation & Compliance
SEC Commissioners OK Proposed Custody Rule Changes
SEC Commissioners OK Proposed Custody Rule Changes
Feb 15, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
Focus Financial CEO Rudy Adolf
RIA
Focus Shareholders ‘Frustrated’ by PE Firm’s Offer
Focus Shareholders ‘Frustrated’ by PE Firm’s Offer
Feb 14, 2023
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1 Min Read
byAli Hibbs, Reporter
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Industry News & Trends
European Office Demand Rebounds from Covid to Drive Up Rent
European Office Demand Rebounds from Covid to Drive Up Rent
Feb 13, 2023
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1 Min Read
byJack Sidders
handshake documents
Regulation & Compliance
Stop Procrastinating on Your OFAC Reviews to Improve Onboarding
Stop Procrastinating on Your OFAC Reviews to Improve Onboarding
Feb 13, 2023
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1 Min Read
byChris Zuczek
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Industry News & Trends
Eight Must Reads for CRE Investors Today (Feb. 13, 2023)
Eight Must Reads for CRE Investors Today (Feb. 13, 2023)
Feb 13, 2023
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1 Min Read
byJohn Smith
Ross Gerber
RIA
Tesla Shareholder Ross Gerber Plans Activist Run for Board Seat
Tesla Shareholder Ross Gerber Plans Activist Run for Board Seat
Feb 10, 2023
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1 Min Read
byEd Ludlow and Caroline Hyde
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Regulation & Compliance
Former Advisor to Serve Over Three Years in Prison for Fraud, Embezzlement
Former Advisor to Serve Over Three Years in Prison for Fraud, Embezzlement
Feb 10, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
Penny Phillips video blog
Business Planning
How to Immediately Drum Up New Business
How to Immediately Drum Up New Business
Feb 10, 2023
byPenny Phillips, co-founder and President
Hightower office logo
RIA
RIA Roundup: Hightower’s TC Wealth Partners Adds $800M Chicago Firm
RIA Roundup: Hightower’s TC Wealth Partners Adds $800M Chicago Firm
Feb 10, 2023
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1 Min Read
byAli Hibbs, Reporter
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RIA
RIA Edge 100: The Mather Group
RIA Edge 100: The Mather Group
Feb 10, 2023
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1 Min Read
byAli Hibbs, Reporter
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Insights & Analysis
Transitioning Your Broker Dealer is Easier Than You Think
Transitioning Your Broker Dealer is Easier Than You Think
Feb 9, 2023
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Investing Strategies
New CRE Tech Platform Aims to be a ‘Dating Service’ for 1031 Exchange Deals
New CRE Tech Platform Aims to be a ‘Dating Service’ for 1031 Exchange Deals
Feb 9, 2023
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1 Min Read
byBuck Wargo
cetera office
Industry News & Trends
Cetera Takes Minority Stake in $1.7B Kansas City OSJ
Cetera Takes Minority Stake in $1.7B Kansas City OSJ
Feb 9, 2023
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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Career Moves
Mindy Diamond on Independence: Verdence's Leo Kelly on Breaking Away Twice
Mindy Diamond on Independence: Verdence's Leo Kelly on Breaking Away Twice
Feb 9, 2023
byMindy Diamond, CEO, Diamond Consultants
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WealthTech
William Blair, InvestCloud Launch New SYSTM Platform For RIAs
William Blair, InvestCloud Launch New SYSTM Platform For RIAs
Feb 9, 2023
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
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RIA
A Quarter of RIAs May Add a New Custodian in Next Year
A Quarter of RIAs May Add a New Custodian in Next Year
Feb 8, 2023
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1 Min Read
byDiana Britton, Moderator, Managing Editor
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RIA
LeBron James Is the NBA’s All-Time Scoring Leader — and a Billionaire
LeBron James Is the NBA’s All-Time Scoring Leader — and a Billionaire
Feb 8, 2023
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1 Min Read
bySophie Alexander and Tom Maloney
XiXinXing/iStock/Thinkstock
Career Moves
Five Ways Advisors Can Further Their Careers In 2023
Five Ways Advisors Can Further Their Careers In 2023
Feb 8, 2023
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1 Min Read
byTim Gerend
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Regulation & Compliance
SEC Examiners to Focus on Complex Products, Annuities, Non-Traded REITS for Reg BI Violations in 2023
SEC Examiners to Focus on Complex Products, Annuities, Non-Traded REITS for Reg BI Violations in 2023
Feb 8, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter

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