Wealth Management

NOVEMBER 13, 2023

The 7th breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million as a VP at Merrill Lynch.

Recruitment 278

Recruitment Assets Management 278

Abnormal Returns

DECEMBER 13, 2023

bloomberg.com) Some ETF statistics for 2023. (platformer.news) Tesla ($TSLA) is recalling more than 2 million vehicles to fix Autopilot systems. nbcnews.com) ETFs If current trends continue Vanguard will overtake Blackrock ($BLK) in ETF AUM. etf.com) Economy Real wages are now above pre-pandemic levels.

Assets 278

Assets Financial Advising Media Economy 278

Wealth Management

APRIL 5, 2023

Revenue Ruling 2023-2 confirms that taxpayers can’t have their cake and eat it too.

Assets 290

Assets 290

Wealth Management

MARCH 23, 2023

Recent MSCI data shows trouble brewing in the capital markets even before this month’s bank failures.

Assets 290

Assets Banking Marketing Marketing 290

Abnormal Returns

NOVEMBER 5, 2023

currentaffairs.org) Economy The Sahm rule did not trigger in October 2023. (nextbigideaclub.com) 24 charts showing the world is getting better. fullstackeconomics.com) Corporations have always been against social change. stayathomemacro.substack.com) How the current post-Covid economy resembles the post-WWII economy.

Assets 271

Assets Financial Advising Healthcare Economy 271

Abnormal Returns

OCTOBER 31, 2023

rise in house prices through August 2023. (om.co) Apple TV+ just doesn't have a big enough library. variety.com) Why Apple ($AAPL) should make its batteries removable. hypercritical.co) Economy Case-Shiller showed a 2.6% calculatedriskblog.com) New home prices are still under pressure.

Assets 260

Assets Financial Advising Media Economy 260

Calculated Risk

FEBRUARY 25, 2025

percent) from 2023. The aggregate return-on-assets ratio (ROA) increased 3 basis points to 1.12 The increase primarily occurred due to one-time events in 2023 and 2024 that led to lower noninterest expense (down $8.5 percent, down 8 basis points from 2023. billion, up $14.1 billion (5.6 billion, or 1.4 billion, or 2.0

Numbers 162

Numbers Banking Assets Portfolio 162

Wealth Management

JULY 10, 2023

Advisors Asset Management's CIO Cliff Corso provides his investment outlook for the remainder of 2023.

Portfolio 263

Portfolio Assets Management Investing 263

Wealth Management

JANUARY 13, 2023

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

Assets 264

Assets 264

Wealth Management

DECEMBER 14, 2023

Silicon Valley Wealth Advisors and Hall Private Wealth Advisors represent Allworth's sixth and seventh deals of 2023 and mark its entry into Southern California.

Wealth Advisor 264

Wealth Advisor Assets Management 264

Wealth Management

DECEMBER 18, 2023

The limited liquidity vehicle is becoming increasingly popular as a tool for individual investors looking for some exposure to private assets.

Assets 304

Assets 304

The Big Picture

AUGUST 11, 2023

You will network with the best practitioners in the RIA/Asset management space while learning about how the latest cutting-edge fintech can help you manage your practice. We took over all 5 hotels for the 3000 attendees, including 1,000 registered advisors and over 500 sponsors. Sure, you can earn CE credits, but this is a lot more than that.

Food 242

Food Media Management Assets 242

Calculated Risk

MARCH 4, 2025

The reason, of course, is that the Federal Reserve funded the bulk of these long-term fixed rate assets with increases in interest-bearing very short-term liabilities mainly depository institution deposits (reserves) and repos --with interest rates tied to the federal funds rate. release, and is available in the FRED database.

Assets 162

Assets Accounting 162

Wealth Management

JANUARY 5, 2023

Many lenders have stopped financing office assets, and those that do are offering less favorable terms and scrutinize deals closely.

Assets 299

Assets 299

The Big Picture

MARCH 4, 2023

This week, we speak with Dr. Maria Vassalou , co-chief investment officer of multi-asset solutions at Goldman Sachs Asset Management. In 2023, some of the worst-quality stocks have done very well — namely Goldman’s non-profitable tech basket as well as their “soft-landing” basket.

Assets 182

Assets Management Media Investing 182

Wealth Management

OCTOBER 20, 2022

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.

Assets 279

Assets Management Investing Investments 279

Wealth Management

JANUARY 17, 2023

The rising cost of interest rate caps could precipitate some real estate investors who can no longer afford the hedges to sell their assets, reports The Wall Street Journal. Multi-Housing News has a special report on the state of affordable housing policy. These are among today’s must reads from around the commercial real estate industry.

Assets 296

Assets 296

Wealth Management

JUNE 22, 2023

The amount of distressed commercial real estate assets rose 10% in the first quarter and now amounts to $64 billion, according to MSCI Real Assets. Some owners are coughing up cash to buy time on their mortgages, reports The Real Deal.

Assets 299

Assets Investing Investments 299

The Big Picture

MARCH 22, 2023

Bank failures since 2001, scaled by amount of assets in 2023 dollars. The graphic above, via Flowing Data , puts recent events into perspective: At $209 billion in assets, the Silicon Valley Bank failure since Washington Mutual crashed in 2008 (JPM Chase took them over from the FDIC). The post U.S.

Banking 331

Banking Assets 331

Calculated Risk

SEPTEMBER 7, 2023

The FDIC released the Quarterly Banking Profile for Q2 2023: Reports from 4,645 commercial banks and savings institutions insured by the Federal Deposit Insurance Corporation (FDIC) reflect aggregate net income of $70.8 billion in second quarter 2023. Total assets of problem banks decreased from $58.0 billion (11.3 billion (11.3

Numbers 182

Numbers Banking Insurance Assets 182

Nerd's Eye View

MARCH 6, 2023

Welcome to the March 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 246

Compliance Financial Planning Planning Clients 246

Wealth Management

MAY 23, 2023

The Wall Street Journal explained why even perfectly creditworthy property owners may opt to let some of their assets default. Private equity funds have stepped up their loan offerings, including for mortgage and construction loans, reported Reuters. These are among today’s must reads from around the real estate universe.

Assets 290

Assets 290

Abnormal Returns

JANUARY 7, 2024

Top clicks this week Some of the best charts of 2023. allstarcharts.com) How major asset classes performed in December 2023. wsj.com) Asset class returns were pretty green in 2023 except for commodities. entrylevel.topdowncharts.com) 10 predictions for 2024 including 'The economy overheats.'

Assets 296

Assets Economy Investing Investments 296

Wealth Management

JULY 31, 2023

The bid-ask gap in the commercial real estate market has created a massive falloff in transaction volume in 2023.

Assets 246

Assets Marketing Marketing 246

Wealth Management

MAY 26, 2023

billion joint venture focused on retail assets. Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6 These are some must reads from around the real estate investment world heading into the weekend.

Retail 299

Retail Assets Investing Investments 299

Wealth Management

OCTOBER 5, 2023

Nightingale struck a deal to sell assets in order to pay back CrowdStreet Investors, reported Bisnow. Forbes listed 25 real estate tycoons among its latest list of billionaires. These are among the must reads from the real estate investment world to end the week.

Assets 278

Assets Investing Investments 278

Wealth Management

JULY 6, 2023

industrial assets, reported Bisnow. Boston Business Journal looked at which metros might have the most exposure to upcoming real estate debt maturities. EQT Exeter closed a $4.9 billion fund earmarked for U.S. These are among today’s must reads from around the commercial real estate industry.

Assets 306

Assets 306

The Big Picture

APRIL 3, 2023

The asset value peak was $33.6 Given the rough year markets had in 2022, including all of the held asset classes, it is an impressive, albeit curious showing. The group also names 2022’s Best of, including Fund, Asset Class, Region, and Industry of the Year (all found here ). Its an amazing collection of charts and data.

Assets 312

Assets Consulting Taxes Marketing 312

Wealth Management

DECEMBER 12, 2022

According to recent CAIS survey, private wealth allocation to new asset classes set to take off over next two years.

Financial Advisor 264

Financial Advisor Assets 264

Calculated Risk

OCTOBER 29, 2024

Home price growth is beginning to show signs of strain , recording the slowest annual gain since mortgage rates peaked in 2023,” says Brian D. Luke, CFA, Head of Commodities, Real & Digital Assets. “As With stronger gains in the Northeast and West than the South, blue states have outperformed red states dating back to July 2023.”

Assets 189

Assets Marketing Marketing 189

Wealth Management

OCTOBER 10, 2023

Real estate managers’ assets under management fell by 2.9% during the year ended June 30, reported Pensions & Investments. S&P might downgrade Brookfield Real Estate to junk status because of its high maturing debt loan, according to Bisnow. These are among today’s must reads from around the commercial real estate industry.

Assets 290

Assets Management Investing Investments 290

Nerd's Eye View

MAY 1, 2023

Welcome to the May 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Taxes 245

Taxes Retirement Planning Advertising Retirement 245

Wealth Management

OCTOBER 20, 2022

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.

Assets 246

Assets Management Investing Investments 246

Nerd's Eye View

NOVEMBER 6, 2023

Welcome to the November 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Compliance 246

Compliance Valuation Financial Advisor Clients 246

Nerd's Eye View

DECEMBER 4, 2023

Welcome to the December 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Financial Advisor 246

Financial Advisor Clients Planning Distribution 246

Wealth Management

JUNE 12, 2023

Lenders on office assets are doing everything they can to avoid taking the keys on properties and working on extension and modification agreements, reports Bisnow. Don Peebles sat down with Commercial Observer to discuss how far Black real estate development has come.

Assets 306

Assets Investing Investments 306

Wealth Management

MAY 8, 2023

Bain Capital is raising a $4 billion special situations fund that aims to invest in a range of assets, including real estate. The largest commercial real estate brokerage firms reported quarterly losses and forecast more struggles ahead, reports Bisnow.

Assets 277

Assets Investing Investments 277