Finance News
Snowden Lane Exceeds $1B in Recruited Assets in 2023
The seventh breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million at Merrill Lynch.
By NB
Nov 14, 2023
11 Must Reads for Real Estate Investors (Nov. 13, 2023)
CBRE President and CEO Robert Sulentic said office real estate values could fall another 10% before reaching their nadir. The Wall Street Journal looked at the rise in distress among mezzanine loans. These are among the must reads from the real estate inv
By NB
Nov 14, 2023
Franklin Tsung on RIAs
Franklin Tsung, CEO at Future Advice, discusses the future for RIAs seeking to compete with both "platform" RIAs and traditional wirehouse advisors.
By NB
Nov 14, 2023
Institutions Lean on REITs to Complete Real Estate Portfolios
The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.
By NB
Nov 14, 2023