UPREIT Transactions Emerging As The Newest Darling of The REIT World

April 17th, 2023
Delaware Statutory Trusts (DSTs)and Real Estate Investment Trusts (REITs) have grown in popularity since the 2007-2009 economic crisis.

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Major Changes Underway To CFA Institute Testing Program

April 14th, 2023
The CFA Institute, responsible for creating the curriculum, code of ethics, and exams that underlie the Chartered Financial Analyst designation, re...

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Wells Fargo Advisors $2 Billion Recruiting Loan Balance

April 13th, 2023
As Wells Fargo Advisors has increased its hiring efforts, its $2 billion loan balance remains unchanged.

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Common Practice Management Mistakes Advisors Should Avoid

April 12th, 2023
Penny Phillips, the co-founder and president of Journey Strategic Wealth, shared with WealthManagment.com four common practice management mistakes ...

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CFP Board Launches New Ad Campaign

April 11th, 2023
The Certified Financial Planner Board (CFP Board) has begun running a new advertisement campaign following the Board's decision to grant the organi...

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Kestra's Debt On The Rise

April 11th, 2023
Kestra Holdings doubled its debt and interest payments after adding a new private equity investor last year. According to a Moody's Investors Servi...

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Morgan Stanley Announces Partnership With OpenAI

April 6th, 2023
InvestmentNews reports that Morgan Stanley plans to explore how technology from OpenAI could enhance insights from financial advisors' notes or imp...

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Altruist Acquires Shareholder Services Group

April 5th, 2023
Altruist's acquisition of Shareholder Services Group is expected to boost Altruist's status in the competitive custodial business significantly.

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CFP Board Selects 15 Individuals To Review Standards

April 4th, 2023
The Certified Financial Planner Board of Standards (CFP Board) formally established a Competency Standards Commission to review and evaluate the B...

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FDIC Takes Over Silicon Valley Bank After Run on Deposits

April 3rd, 2023
Earlier this month, Silicon Valley Bank failed after depositors rushed to withdraw money amid anxiety over the bank's health.

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