Finance News

Family Offices, Direct Investing and the Benefits of Data Tagging

As family offices increasingly turn to direct investing, the ability to anticipate and react to change is what will protect and enrich them.

logo.png  By NB  Aug 16, 2023

Three Strategies to Keep the Next Generation of Clients

The financial advisor job is more than just crunching numbers. It’s about understanding individual goals and needs, building a relationship based on values, and offering sound advice tailored to each client’s unique circumstances.

logo.png  By NB  Aug 16, 2023

With a Challenged Real Estate Investment Climate, Ground Leases Attract a Bigger Following

One factor driving interest is property owners using ground leases to unlock capital in a market where liquidity is tight.

logo.png  By NB  Aug 16, 2023

Meme Stock Investors Derail Wall Street Bets on AMC Legal Fight

A court’s approval of an AMC's stock conversion plan last week ended a long legal tug-of-war between the movie theater chain and a small army of retail investors.

logo.png  By NB  Aug 16, 2023