Finance News

Tips For Advisors Working With Paper-Rich, Cash-Poor Entrepreneurs

Four strategies to help those who have a large portion of their wealth tied up in the value of their business through the sales process and beyond.

logo.png  By NB  Aug 12, 2023

15 Must Reads for Real Estate Investors (Aug. 11, 2023)

Brookfield Asset Management is aiming to raise $150 billion this year to take advantage of the buying opportunities it sees, reports The Wall Street Journal. Industry experts react to WeWork’s “going concern” warning and what it might mean for the already

logo.png  By NB  Aug 12, 2023

WealthStack Roundup: GeoWealth, Halo Investing Partnership Offers Structured Note Portfolios In UMAs

Also, Two Sigma’s Venn launches Report Lab with help from NewEdge Wealth and ForwardLane rolls out Emerge.

logo.png  By NB  Aug 12, 2023

Nine Book Recommendations From Advisors to Get You to the End of Summer

Non-fiction about happiness, purpose and the psychology of money, a thriller from David Baldacci and more.

logo.png  By NB  Aug 12, 2023