Wealth Management Magazine » Real Estate
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WealthManagement.com, an Informa company, is the digital resource of all things wealth management for financial advisors and estate planning professionals. WMRE is your digital destination for comprehensive coverage of news and analysis about commercial real estate finance, investment, development, and leasing.
Wealth Management Magazine » Real Estate
1h ago
Advocates say RIAs have little to worry about, yet one opponent accused the DOL of waging an “ideological crusade” and said he’d recommend litigation to his board ..read more
Wealth Management Magazine » Real Estate
3d ago
Asset managers are increasingly focusing on advisor preferences when designing products, according to a Cerulli study. PGIM is the latest fund manager to seek approval to offer an ETF share class on existing mutual funds. These are among the investment must reads we found this week for wealth advisors ..read more
Wealth Management Magazine » Real Estate
3d ago
BlueRock's Miguel Sosa explains why real estate is a lot more then just office space ..read more
Wealth Management Magazine » Real Estate
1w ago
Edelman Financial Engines is fighting Mariner’s motion to dismiss its lawsuit. In a new filing, Edelman argues that Mariner gets “free rides” off of its competitors ..read more
Wealth Management Magazine » Real Estate
2w ago
The program has attracted significant inflows from individual investors looking for tax benefits. A contentious Congress might jeopardize its extension ..read more
Wealth Management Magazine » Real Estate
2w ago
Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date ..read more
Wealth Management Magazine » Real Estate
2w ago
Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings ..read more
Wealth Management Magazine » Real Estate
3w ago
Fidelity has imposed a new $100 fee on ETFs issued by nine firms in order to account for the cost of listing the funds on its platform. Some asset managers are raising the alarm on the booming private credit market, reports FundFire. These are among the investment must reads we found this week for wealth advisors ..read more
Wealth Management Magazine » Real Estate
3w ago
Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook ..read more
Wealth Management Magazine » Real Estate
1M ago
Adding private real estate boosts returns and quells volatility ..read more