Marketing Info

Tax Break for Crypto Millionaires Adds to Outrage in Puerto Rico

(Bloomberg) — In the past two years, every building except Margarita Gandhi’s real estate agency sold in Old San Juan…

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New leasing activity indicates office tenants will return

Two years into the COVID-19 pandemic, the exact course for the future of the office sector remains uncertain. But more…

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CFP Board announces new commission to adjudicate appeals

The CFP board is setting up a new commission that will be authorized to hear appeals from CFP members, the…

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How Often Should You Expect Stock Market Corrections?

A reader asks: I just started investing in 2020 and this is my first real improvement. I know a recession…

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Pretium signs $600M joint venture to develop rental home

(Bloomberg) — Pretium Partners is launching a joint venture that will invest nearly $600 million to develop new homes for…

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The New 3-Legged Stool for Success

After more than two years of dealing with the global pandemic, very few need to be reminded that on fundamental…

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Vinovest Offers Wine Fund to Advisors

Vinovest, a digital platform for investing in fine wines, has launched a fund for registered investment advisors, broker/dealers, family offices…

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Hype or Not Episode 1: Cryptocurrency

in this opening episode WealthManagement.comof “Hype or not?” In the video series, Nexus Strategy President and CEO Tim Welsh and…

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Dynasty Financial Partners Files For $100M IPO

Dynasty Financial Partners, a St. Petersburg, Fla.-based services platform for independent advisors, has filed this week with the Securities and…

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Franklin Templeton Canada offers permanent portfolio for retirees

According to Michael Greenberg, CFA, SVP and Portfolio Manager, Franklin Templeton Investment Solutions, the team behind LifeSmart Sustainable Portfolios will…

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