Advisors
NewEdge Advisors Meluncurkan W-2 RIA Push pada tahun 2026 – Beragampengetahuan
Konsultan Zaman Baru, Platform kemitraan RIA yang berbasis di New Orleans Dimiliki oleh NewEdge Capital Group, perusahaan ini meluncurkan saluran penasihat karyawan W-2 tahun ini dan berencana meluncurkannya langsung ke pasar pada tahun 2026. Langkah ini dilakukan ketika NewEdge Advisors melihat minat dari 1,099 penasihat kontraktor independen yang menghadapi penilaian tinggi, baik untuk mempekerjakan atau […]
Dua proposal merger dana strategis Tortoise Capital Advisors menyetujui beragampengetahuan – Beragampengetahuan
Tortoise Capital Advisors mengatakan dua proposal merger dana utama telah mendapat persetujuan pemegang saham, termasuk mengubah dana tertutup tertentu menjadi dana yang diperdagangkan di bursa (ETF) yang dikelola secara aktif. Perubahan tersebut dikatakan dirancang untuk meningkatkan efisiensi operasional dan meningkatkan nilai pemegang saham, dengan tanggal implementasi akhir ditetapkan pada 23 Desember 2024. Penggabungan pertama melibatkan […]
FinTrust Capital Advisors LLC meningkatkan kepemilikan di DuPont de Nemours, Inc. (NYSE: DD) – Beragampengetahuan
FinTrust Capital Advisors LLC meningkatkan posisinya di DuPont de Nemours, Inc. (NYSE: DD – Free Report) sebesar 9,6% pada kuartal pertama, menurut pengajuan 13F terbarunya ke SEC. Perusahaan memiliki 2.655 lembar saham perusahaan bahan dasar setelah membeli 232 lembar saham tambahan selama kuartal tersebut. FinTrust Capital Advisors LLC memiliki saham DuPont de Nemours senilai $204,000 […]
SEC Dings Investment Advisors for AI Washing; Are Public Companies Next? – Beragampengetahuan
You’ve heard of greenwashing and sports-washing. Let us introduce you to AI washing. In what is believed to be a first for the Securities and Exchange Commission, the agency recently settled charges against a pair of investment advisors for allegedly glamming up their expertise in artificial intelligence. Apparently, the SEC took exception to a claim […]
DRA Advisors Sells Chicago Value-Add Shopping Center – Beragampengetahuan
Oak Forest Commons features a vacant space formerly occupied by Food 4 Less. Image courtesy of Mid-America Real Estate Corp. Oak Forest Commons features a vacant space formerly occupied by Food 4 Less. Image courtesy of Mid-America Real Estate Corp. Oak Forest Commons features a vacant space formerly occupied by Food 4 Less. Image courtesy […]
MDC Realty Advisors Picks Up Phoenix Asset in Sale-Leaseback Deal – Beragampengetahuan
The Class A property at 2632 E. Chambers St. is within the Sky Harbor submarket. Image courtesy of Cushman & Wakefield MDC Realty Advisors has purchased a 114,907-square-foot industrial asset within Phoenix’s Sky Harbor submarket, for $24.3 million. Tenant American Refrigerator Supplies Inc. sold the property and signed a leaseback agreement. The one-story facility is […]
DRA Advisors, Rising Realty Buy Industrial Portfolio – Beragampengetahuan
DRA Advisors and Rising Realty Partners have purchased an industrial portfolio totaling 531,308 square feet in Tracy and Stockton, Calif. JLL Capital Markets brokered the sale of the six-building collection, working on behalf of the seller and procuring the buyers. The six-building portfolio provides access to major air and seaports. Image courtesy of JLL Capital […]
How One Private Real Estate Firm is Courting Financial Advisors – Beragampengetahuan
With high-net-worth individuals and their financial advisors showing a growing appetite for alternative investments, real estate asset managers are starting to adopt their strategies to court those capital sources by building up their relationships with RIAs. For CIM Group the move from relying largely on institutional investors to incorporating individual investors started in earnest six […]
Alternatives Options for Advisors Will Get More Complex in 2024 – Beragampengetahuan
For asset managers and financial advisors trying to bring alternative investment options to the retail channel, 2024 promises to be a year when the most viable players will set themselves apart in an increasingly crowded field. There is widespread expectation that alternatives will play an increasingly important role in client portfolios over the next few […]
Advisors, Asset Managers Bank on Alt Investment Growth at CAIS Summit – Beragampengetahuan
There’s a growing consensus that retail investor interest in alternative investments is rising, but how that translates into real investment activity remains a question. Backers of alternative investments say they offer robust medium and long-term returns and provide portfolio diversification at the cost of liquidity. But the breadth and complexity of both alternative asset classes […]