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SEC may limit ‘fiduciary’ descriptors in guidance form CRS

Guidance from the Securities and Exchange Commission late last month may limit RIAs’ ability to define themselves in their Form…

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Nine Must Reads for the CRE Industry on April 15, 2022

The White House has warned that supply chain issues are likely to continue until the pandemic winds down. The Wall…

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Manhattan apartment rents set another record in frenzied market

(Bloomberg) — Manhattan apartment rents hit a record high for the second month in a row as the city roars…

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How Series I Savings Bonds Work

A reader asks: My husband and I are both over 30 and have 30+ years to retire. We’re maxing out…

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Alts do well in 2022. Well, some Alts

Recently, we wrote in praise of the commodities — that is, a longer broad-based futures portfolio — as the best…

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Franklin Templeton CEO Jenny Johnson Loves Rollerblading, Pickleball

(Bloomberg Markets) — Jenny Johnson, chief executive officer of Franklin Templeton, is expanding the 75-year-old investment company into areas including…

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How to Avoid an IRS Audit

(Bloomberg) — Americans who put their 2021 taxes on hold have less than a week to file a return or…

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Greentree Management Wet Tech-Private with CICC Capital

(Bloomberg) — Management of Greentree Hospitality Group Ltd. According to people familiar with the matter, the New York-listed Chinese hotel…

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Startup Benjamin secures funding for season 4 of Scratchworks

Fintech startup Benjamin announced a successful funding pitch at the annual Scratchworks Fintech Accelerator Competition. Benjamin describes itself as the…

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Behavioral finance is the future of fintech

sponsored by As our industry changes, financial advisors are called upon to act as behavioral trainers, guiding more than just…

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