Wealth Tech

3 min read

Opto Investments Taps Barnard, Lockshin, Batnick for Advisory Council

Paypii April 14, 2023

[ad_1] Opto Investments, a platform aimed at providing wealth managers access to private market...

2 min read

Quality of Advice Most Common Reason for Firing an Advisor

Paypii April 14, 2023

[ad_1] While some industry statistics emphasize that a large portion of investors end up...

6 min read

Institutional Investors Remain Interested in Data Centres

Paypii April 14, 2023

Investment sales of data centres slowed dramatically toward the end of 2022 and through...

1 min read

Eight Must Reads for Real Estate Investors on April 14, 2023

Paypii April 14, 2023

[ad_1] Financial Times lays out the case for why the extent of the likely...

5 min read

Using a CRT to Minimize the Adverse Effects of the SECURE Act

Paypii April 14, 2023

[ad_1] One of the most problematic aspects of the Setting Every Community Up for...

2 min read

Josh Harris Said to Strike $6B Deal for NFL’s Washington Commanders

Paypii April 14, 2023

[ad_1] (Bloomberg) — A group led by billionaire Josh Harris has reached a deal...

2 min read

Wells Fargo’s Mack, Onetime CEO Contender, to Retire This Summer

Paypii April 14, 2023

[ad_1] (Bloomberg) — Mary Mack, head of consumer and small-business banking at Wells Fargo...

3 min read

Feds Charge Fugitive Advisor for $10M Investment Fraud

Paypii April 13, 2023

[ad_1] A fugitive financial advisor is facing new charges from the Justice Department, more...

1 min read

WeWork Venture Defaults on Loan for San Francisco Office Tower

Paypii April 13, 2023

[ad_1] (Bloomberg)—A venture started by WeWork Inc. and Rhone Group defaulted on a loan...

1 min read

Direct Indexing: A Differentiator in a Commoditizing Industry

Paypii April 13, 2023

[ad_1] Sponsored by While technology has enabled wealth managers to operate more efficiently and...