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“No one could have envisioned what this virus was going to do to the commercial real estate space,” an expert says.
July 22 -
Unexpected tailwinds from the global pandemic have made recruitment more efficient and have highlighted advisor-client bonds.
July 22 -
The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.
July 22
Farella Braun + Martel -
Their options are dwindling as the number of insurers offering nursing or home-health care coverage shrank to about a dozen in 2018 from over 100 in 2004, data show.
July 22 -
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The chief executive outlined a future where offices need not be fully staffed.
July 21 -
The $217 billion alternative asset manager reported its biggest loss as a public company in the first quarter.
July 21 -
The COVID-19 pandemic has infected the service’s annual list of top tax scams.
July 20 -
“They’re now realizing: Let’s actually get the contingency plan in place,” said Dominic Volek, head of sales at Henley & Partners, the world’s biggest citizenship and residency advisory firm.
July 20 -
After 30 years in the wirehouse world, we found an unlooked-for opportunity for our practice amid devastation.
July 17
Cyndeo Wealth Partners -
Candidates will be allowed “two tissues” while testing at home and are advised to have bed linen handy.
July 17 -
“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.
July 17 -
At home or under a socially distanced beach umbrella, these diverse titles will help while away this singular season.
July 16 -
Wealth management profits fell, but a steep rise in transactional business offset some of the decline.
July 16 -
The 4,000-person regulator in March was one of the first federal agencies to tell employees to stay home due to the public health emergency.
July 14 -
“Overall there were not many positive data points to hang your hat on,” according to analysts. Advisor headcount, net interest income and assets were down.
July 14 -
The firm set aside a record $9.5 billion for credit losses, about $4 billion more than analysts had expected, as it braces for a wave of coronavirus-related defaults.
July 14 -
Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.
July 13 -
Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.
July 13
Broadridge Financial Solutions -
The manager joins firms including JPMorgan and Arena Investors in seeking opportunities in the sector, particularly in the wake of the coronavirus pandemic.
July 13
















