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Wealth managers warning about portfolio risk

“Given concerns about increased volatility, fund selectors are explicitly telling us that the Model Portfolio is likely to take a…

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Portfolio managers share risks and opportunities for the coming year

Your WP Morning Briefing brings you daily updates of the stories being covered at WealthProfessional.ca

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Why ROE is the Holy Grail of CRE Investment Metrics

From ROI to IRR, and cash-on-cash to cap rate, there are myriad ways commercial property investors can evaluate an investment…

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CFP Board Suspends Merrill’s Former Adviser After Arrest

A former Merrill Lynch financial advisor, who was arrested for threatening employees and using racial slurs at a Connecticut smoothie…

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Must read for CRE industry on February 11th. 9, 2022

Foreign investment in US commercial real estate strengthened after a pandemic lull in 2020, the Wall Street Journal reported. According…

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Warehouse industry is targeted by Biden’s salary enforcers

(Bloomberg) — The US government’s minimum wage enforcers plan to zero in on the warehouse and logistics industry, raising scrutiny…

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SEC: Promoter used Twitter handle to promote penny stocks he held

The Securities and Exchange Commission accused a social media promoter of recommending penny stocks to his millions of Twitter followers…

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Capricorn Buys Betterment Automated Crypto Investment Platform

Betterment is entering the world of digital assets with the purchase of automated crypto investment platform Capricorn, according to an…

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How much is left in Jeffrey Epstein’s estate?

Disgraced financier and convicted sex offender Jeffrey Epstein left behind an estimated net worth of $600 million at the time…

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Waiting for reverse mortgage surge

What happened to mainstreaming reverse mortgages into retirement plans? have been retirement researchers advance the idea For years, arguing that…

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