Marketing Info

Wirehouse no longer for head count, but mega teams

While head count in traditional wirehouses fell 1.5% from 2019 to 2020, four firms with national brokerage teams (Merrill Lynch,…

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Wirehouses are no longer for headcount, but for mega teams

While headcount at traditional wirehouses fell 1.5% from 2019 to 2020, four firms with national brokerage teams (Merrill Lynch, Morgan…

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New lawsuit in the Fifth Circuit challenges revised DOL fiduciary rule

Critics of the Labor Department’s latest fiduciary rule filed a lawsuit challenging its legality in the Fifth Circuit Court of…

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A must read for the CRE industry on February 8th. 8, 2022

A small bank located in Little Rock, Ark. It has become one of the nation’s largest lenders on skyscraper construction,…

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Mistakes people make when booking travel through third-party websites

Expedia. Skyscanner. Booking.com. Trip.com. Train. These days there are countless third-party platforms for booking flights, hotels, rental cars and other…

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SASB deal pushes issuance of CMBS to 14-year high

The CMBS industry is taking some time to celebrate a major milestone. Annual US issuances broke the $100 billion mark…

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Staying Profitable While Expanding Your Service Offering

In today’s more competitive and challenging environment, clients are expecting more and more from their financial advisor. At the same…

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Assetmark deploys prospecting, marketing tools

Per the firm’s recent announcements, AssetMark launched two new tools aimed at helping advisors on its platform with their client…

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Manhattan Offices Face Left Behind as Old Buildings

(Bloomberg) — The fortunes of Manhattan’s office market seem to be coming in new versus old. Glassy skyscrapers that have…

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Private Equity Managers Turn to Wealth Market for New Clients

For many years, some of the most sophisticated asset managers in the alternatives space catered to the largest institutional investors…

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