Goldman COO emphasizes push for RIA clientele and alternatives expansions by Lewis Dayton | Jun 3, 2024 At Bernstein’s 40th Annual Strategic Decision Conference on May 30, John Waldron, president and chief at Goldman Sachs, once again emphasized the firm’s desire to court the RIA community as a client base, reported Elaine Misonzhnik for WealthManagement.
HelloSafe survey shows Canadian investors prefer stock market and real estate by Lewis Dayton | Jun 3, 2024 Canadians prefer the stock market (46.3 percent) and real estate (34.5 percent) for their investments, according to a recent survey from HelloSafe.
Realta Wealth appoints COO by Released | Jun 3, 2024 Realta Wealth, an exclusive independent wealth management firm, today announced the appointment of John Barragan as COO. Reporting directly to CEO Kevin Keefe, Barragan will provide strategic direction and oversight for all operating, service and technology elements of the firm's offerings for financial advisers and their clients.
SPONSORED: Time Equities Inc. – Customizable real estate solutions by Jennifer Babcock | Jun 3, 2024 Is the real estate market stabilizing, and is this a good time to invest? “Which real estate market?’ is the question in response, from Alexander Anderson, senior director with Time Equities Inc.
SPONSORED: Clarion Partners – Five structural themes driving real estate investment demand by Jennifer Babcock | Jun 3, 2024 Demographics, the affordable housing shortage, the innovation economy, shifting globalization and resiliency are the five primary structural themes driving real estate investment demand, according to a report by Clarion Partners.
Surveying recently independent advisors and those considering the transition by Lewis Dayton | May 31, 2024 A recent survey of advisers who recently went independent or are considering the transition to independence. Conducted by Schwab Advisor Services, the survey found advisers currently considering independence are more likely to join or affiliate with an existing registered investment adviser (RIA) (44 percent) than to create their own firm (31 percent).
Bennett Thrasher launches new funds-focused service line by Released | May 31, 2024 Bennett Thrasher, a full-service accounting and advisory firm headquartered in Atlanta, has announced the launch of its new service line, Bennett Thrasher Fund Administration, under the leadership of Beth Warchol, who has been named director of fund administration at the firm. With an extensive background in accounting and financial reporting for investment funds, general partnerships and management companies, Warchol brings with her more than 20 years of experience to work through the unique situations that consistently arise in the fund world.
Peak Capital Solutions makes two new hires by Lewis Dayton | May 31, 2024 Peak Capital Solutions, a third-party distribution platform focused on alternative investments, has hired Leo Peters IV as senior vice president, responsible for sales in the firm’s Central territory, and Jeremy Groh as senior vice president, responsible for sales in the East Coast territory, theDIWire reported, and both Peters and Groh’s LinkedIn profiles show.
Goldman COO emphasizes push for RIA clientele and alternatives expansions by Lewis Dayton | May 31, 2024 At Bernstein’s 40th Annual Strategic Decision Conference on May 30, John Waldron, president and COO at Goldman Sachs, once again emphasized the firm’s desire to court the RIA community as a client base, reported Elaine Misonzhnik for WealthManagement.
Town Lane raises $1.25b for inaugural real estate investment fund by Andrea Zander | May 31, 2024 Town Lane, an opportunistic real estate investment firm, has held a final close for its inaugural fund, Town Lane Real Estate Opportunities Fund I, with $1.25 billion in total commitments.
