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12 Must Reads for Real Estate Investors (Nov. 17, 2023)
CoStar looked at what entities besides landlords are among WeWork’s creditors during its bankruptcy. Cushman & Wakefield profiled investment activity among alternative property types. These are among the must reads from the real estate investment world to end the week.
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Pender Capital Management Joins the Ranks of Asset Managers Opting for the Interval Fund Wrapper
The firm has been running a Reg D offering involving senior secured bridge real estate loans for the past eight years. Earlier this year, it decided to switch to an interval fund structure.
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Eight Estate Planning Lessons from Killers of the Flower Moon
Don’t murder your clients—and other best practices.
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LPL Financial Launches W2 Model for HNW Advisors
LPL Private Wealth Management aims to provide the resources and structure that a wirehouse advisor would typically have, at a higher payout.
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Seven Reasons Why RIAs Should Offer 401(k) Plan Services to Clients
Managing defined contribution plans solidifies relationships with existing clients while potentially opening doors to new, long-term HNW partnerships.
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401(k) Real Talk Episode 85: November 15, 2023
Open, honest and candid discussions about the latest news in the RPA industry.
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10 Must Reads for Real Estate Investors Today (Nov. 15, 2023)
A November report from the Federal Reserve Board of Governors continued to put emphasis on potential problems with banks’ commercial real estate lending. SFR investments in the Sunbelt markets might not be as attractive as they once were, according to a story on GlobeSt.com. These are among today’s must reads from the commercial real estate…
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The Broader World of Alternative Investments
Wealth Management Invest will cover how advisors are creating personalized portfolios at scale.
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Adjusted for Risk: Uncovering the Expectations of Millennial Investors
Van Leeuwen & Company’s Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.
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Higher Bond Yields Mean Retirees Can Pull a Bit More From Savings
Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.
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