@newsfromIN Finra panel on nontraded REIT valuations: $10 per share, $10, $10then, WHOOPS, it's $5. That is something we'd like to change.
— Bruce Kelly (@BDNEWSGUY) May 22, 2012
@newsfromIN Finra panel: Small BDs sometimes get shut out of due diligence process when asking about nontraded REITs. #Finra
— Bruce Kelly (@BDNEWSGUY) May 22, 2012
@newsfromIN Finra working on new system in which BDs file PP memorandum with regulators 15 days after brokers sell the deal. #Finra
— Bruce Kelly (@BDNEWSGUY) May 22, 2012
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to Devoe & Company.
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
Meanwhile, Merrill Lynch intends to continue building its alternative investment platform for wealthy clients.
The co-founder of IFG discussed with InvestmentNews the unique opportunity that remaining independent offers to build a successful firm.
Three industry leaders will join the hybrid RIA's president and LPL alum, Andy Kalbaugh, to help guide its organic and merger-based growth strategy.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
