Finance News

RIA Edge Podcast: Halbert Hargrove’s JC Abusaid on Building the ‘RIA of Choice’

JC Abusaid provides a roadmap for other RIA firms to learn from and follow as they look to expand their talent base. 

logo.png  By NB  Jul 11, 2023

Helios Introduces Custom Sleeving Capabilities

Advisors now have the ability to customize the firm’s model portfolios to reflect their or their clients’ personal preferences.

logo.png  By NB  Jul 11, 2023

The Extreme Cost of Active Management

Active investors are engaging in a massive transfer of wealth—from their own wallets into those of active managers.

logo.png  By NB  Jul 11, 2023

11 Must Reads for Real Estate Investors to Start the Week (July 10, 2023)

Multifamily completions are on track for their strongest year since the 1980s, according to data from CoStar Analytics. CNN Business looks at whether the boom in generative AI could help turn around San Franciso’s real estate fortunes. These are among the

logo.png  By NB  Jul 10, 2023