Commercial and multifamily mortgage originations fell 49% year-over-year in the third quarter, reported the Mortgage Bankers Association. New construction is pushing down apartment rents in some cities with large pipelines, according to Bloomberg. These a
Net new assets reported by RIAs dropped by 40% YOY, according to a Fidelity survey suggesting it may be time to consider adjusting fees and outsourcing functions.
The SEC Chair said there’s inherent conflicts in using algorithms that optimize advisors’ profits and revenues during a conversation at SIFMA’s Public Policy Meeting.
Shaping Wealth’s inaugural BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.