Marketing Info

Schwab plans April start of ‘privatized indexing’

Charles Schwab plans to launch its much-anticipated direct indexing technology, called Schwab Personalized Indexing, by the end of April. according…

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A must read for the CRE industry on April 8th. 1, 2022

James Andrews/iStock/Getty Images Jackson Park (right), an upscale apartment complex in Long Island City, Queens, where penthouses rent for $8,500…

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No one really understands real interest rates

(Bloomberg Opinion) — When I’m trying to understand the macroeconomy, I often find myself turning to one of my favorite…

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CI Financial acquires Eaton Vance Assets from Morgan Stanley

Canadian wealth management firm CI Financial, one of the industry’s most formidable RIA acquirers, said it would buy a portion…

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Wealthstack podcast: Rick Edelman on advisors’ ‘crypto knowledge gap’

Are investors leaving advisors behind in their understanding of cryptocurrencies and digital assets? Sixteen percent of advisors say they recommend…

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Biden’s 2023 Green Book: The Billionaire Tax

On March 28, the Biden administration issued its second set of proposals to raise the desired revenue. General explanation of…

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Biden’s 2023 Green Book Part 2: HNW Planning Techniques

On March 28, the Biden administration issued its second set of proposals to raise the desired revenue. General explanation of…

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Biden 2023 Green Book Part 3: Trust and Estate Administration

On March 28, the Biden administration issued its second set of proposals to raise the desired revenue. General explanation of…

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Chinese developer Oceanwide is moving out of NYC, Hawaii to focus on LA

(Bloomberg)-developer China Oceanwide Holdings Ltd. The company is trying to generate cash by selling properties in New York and Hawaii…

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Mindy Diamond on Freedom: From Musician to Mentor

Picture this: A 23-year-old with a college degree in music, earned while singing with the Cash Family, decides to leave…

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