Finance News
Adjusted for Risk: Despite the Known Benefits and Growth of SMAs, Questions Remain
Revisor's Landon Jones and Ethan Dunbar answer hot topic questions regarding separately managed accounts.
By NB
Nov 1, 2023
12 Midweek Must Reads for Real Estate Investors (Nov. 1, 2023)
Real estate fundraising fell by 71% between the second and third quarters of 2023, according to numbers provided by research firm Preqin. Yahoo Finance looks at how much of a problem non-performing real estate loans are causing for regional banks. These a
By NB
Nov 1, 2023
New DOL Fiduciary Rule Cracks Down on 'Junk Fees'
The Labor Department unveiled its latest version of a fiduciary rule on Tuesday, with supporters arguing the proposal largely fell in line with their hopes. Industry groups warn of its negative impact on advisors and clients.
By NB
Nov 1, 2023
Exclusive: Choreo Acquires BDO’s $8.1B Wealth Management Business
The deal represents the latest example of Choreo partnering with a CPA firm that owns an RIA.
By NB
Nov 1, 2023