Finance News
Why Advisors Shouldn’t Wait to Build a Succession Plan
When it comes to succession planning, advisors shouldn’t leave their clients or employees in the lurch.
By NB
Jul 27, 2023
Navigating the Technology Frontier: Innovations and Strategies for Modern Estate Planning
September 12, 2023 at 2:00 PM ET | September 13, 2023 at 11:00 AM ET | September 13, 2023 at 2:00 PM ET
By NB
Jul 26, 2023
Apartment Developers Turn to Non-Bank Lenders for Construction Loans
FHA loans and financing from debt funds are two options for multifamily developers while banks scale back on their real estate activity.
By NB
Jul 26, 2023
RIA Edge Podcast: Cresset’s Liz Nesvold Goes From Deal-Maker to RIA Gamechanger
Recorded live at the RIA Edge Conference, this episode offers an exclusive peek into Liz’s recent transition from investment banking to her new role as president of Cresset, one of the fastest-growing and most successful RIA firms.
By NB
Jul 26, 2023