Aggregator

Under an annual property tax measure that takes effect Wednesday, the state will collect $5 for every $1,000 that a vacation home’s value is assessed over $1 million.

A New Revenue Procedure provides disparate treatment for taxpayers.

The SEC is seeking comments on new rules regarding fund confidentiality and the circumstances under which the effectiveness of an ETF's registration can be suspended.

Clearstead made the deal for the large team a few months after hiring a new head of M&A.

Image

CEO Jonathan Stanner anticipates additional asset sales and debt reduction.

 

Ryan Nauman interviews Milliman FRM’s Adam Schenck on Milliman’s healthcare cost research and how Milliman’s Healthcare Inflation ETFs aim to track/beat healthcare inflation.

Open, honest and candid discussion about Creative Planning leading convergence, LPL’s struggles, what worries record keepers, advisor conflicts of interest, why convergence is heating up and more.

Legislation creates a pause mechanism for suspicious redemption requests.

Image

Deloitte's latest commercial real estate outlook points to stronger capital markets, continued demand for high-quality assets, and growing use of strategic partnerships.

Image

CEO Brent Smith says location, amenities, and workplace experience are driving leasing demand as companies invest in long-term office strategies.

Activist Wealth Management has staff on the ground and in the Miami area working to provide assistance, supplies and relief to clients and families affected by the earthquakes.

Image

CEO Michael Anderson says the REIT intends to move toward a 100% senior housing-focused portfolio.

Modera Wealth Management's George Padula explains why the 4% rule should be treated as a starting point rather than an immutable standard.

The data provider's strategic move brings AI-powered meeting prep and book intelligence agents to wealth management clients through its Workstation platform.

Image

Joey Agree says REIT is supported by $2.4 billion in liquidity.

Image

Property Council of Australia CEO Mike Zorbas discusses the country's investment appeal, housing challenges, and how emerging technologies could reshape real estate markets.

Image

Michael Bilerman says Tanger’s combination of value, experience, and disciplined capital allocation positions the company for long-term growth.

Image

Favorable supply and demand dynamics drive strong performance metrics for this new REIT.

Image

CEO Chris Bilotto says REIT has strengthened position through asset sales, balance sheet work, capital markets activity.

Image

Chief executive Simon Carter says office demand in London is running 50% above the long-term average.