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Nine Must Reads for CRE Investors Today (Jan. 26, 2023)

Wealth Management

The Wall Street Journal breaks down the competition in the race to land casino licenses in New York City. King Charles’ real estate company is suing Twitter over unpaid rent, reports Insider. These are among today’s must reads from around the commercial real estate industry.

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The Latest In Financial #AdvisorTech (June 2023)

Nerd's Eye View

Welcome to the June 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!

Insiders

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How Much will the Fannie & Freddie Conforming Loan Limit Change for 2024?

Calculated Risk

The CLL for each county is available at 2023 Conforming Loan Limits (excel file). Currently we only have data for Q1 2023 for the quarterly index (up 5.9% YoY through May 2023. We need the house price data through September 2023 to calculate the conforming loan limit for 2024.

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Ten to Watch in 2023: Joy Lere

Wealth Management

Joy Lere is a licensed clinical psychologist and co-founder of Shaping Wealth.

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10 Friday AM Reads

The Big Picture

Parents are baffled as their kids delay or forgo a driver’s license ( Washington Post ) see also Children of the Ice Age : With the help of new archaeological approaches, our picture of young lives in the Palaeolithic is now marvellously vivid. Washington Post ) • Why aren’t teenagers driving anymore? Toto Wolff Has a Plan to Bring it Back.

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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements. Read More.

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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it. I hope you'll continue the journey along with us in 2023 and beyond! Read More.

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