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00:02:43
4 Reasons to Invest in Private Commercial Real Estate
John Norris, Director of Private Wealth for CrowdStreet Advisors, explains several ways CRE may potentially strengthen portfolios.
Analysts: Office Loans May Strain Small Lenders
The CRE market faces headwinds that could hobble small banks. Large metro areas are most at risk from current conditions.
Stocks, Mutual Funds, IRAs — and Comic Books?
Asking clients if they have a collection of vintage comics may yield cash in their attic.
When Private Equity Came for The Toddler Gyms
A PE firm demanded higher fees and instituted more stringent requirements, which the independent owners thought would threaten their profits.
Wealth Taxes Have Unexpected Consequences
A new paper finds they encourage companies to raise dividends so executives have the funds to cover wealth taxes.
Audacious BlackRock challenge is Bluebell’s David vs. Goliath Playbook
Bluebell Capital Partners' attempt to oust BlackRock Inc. CEO Larry Fink represents the small activist hedge fund's boldest bet.
Can Child Care Be a Big Business? Private Equity Thinks So
The prices for child care can rival college tuition: $44,000 a year for child care in Seattle, $40,000 in Manhattan.
Bankman-Fried: A Warrior Against Artificial Intelligence?
Many like Bankman-Fried who embrace "effective altruism" believe AI could eventually destroy the world or damage humanity.
Hedge Fund Challenges Envestnet
The hedge fund has criticized the board for ballooning costs and authorizing rich paydays for management and board members.
Older investors Still Seeking Guidance From Advisors
A survey of investors 50 and over who consult advisors on wealth management shows what’s top of mind.
How Sam Bankman-Fried’s Crypto Empire Collapsed
How could someone once compared with financial titans John Pierpont Morgan and Warren Buffett get things so wrong?
Despite Alts Losses, SALT Speakers Say Stick with Bets
Speakers at the SALT event urged investors to stick with their bets, arguing the downturn could become a money-making opportunity.
Latest News
Analysts: Office Loans May Strain Small Lenders
The CRE market faces headwinds that could hobble small banks. Large metro areas are most at risk from current conditions.
DOL Must Create Retirement Plan Lost and Found
One of the many provisions of Secure Act 2.0 is for the DOL to create a "lost and found" for retirement accounts.
New EP Wealth Scholarship Honors Trailblazing Advisor
The Ballou/EP Wealth scholarship program will support underrepresented groups pursuing CFP certification.
Nationwide: Most Women Think Recession Is Here or Imminent
Close to two-thirds of women believe the United States is in a financial crisis or approaching one, says a Nationwide survey.
Gender Parity Will Take More Than 5 Generations: WEF
An index on women's financial health compiled by Ellevest shows that women in the United States are in their worst financial shape since 2018.
CFP Board, RIA Team Up to Offer Scholarship
The scholarship is intended to encourage students from underrepresented populations to enter the profession.