Wealth CMT merges with Fairport Wealth by Released | Aug 2, 2023 Wealth CMT has merged with Fairport Wealth.
Juniper Square reveals hidden enclaves of private wealth across U.S. by Andrea Zander | Aug 2, 2023 Juniper Square, unveiled insights from over a decade of private investment data that showcases areas of wealth concentration across the United States.
CI Private Wealth rebrands as Corient by Released | Aug 2, 2023 CI Private Wealth has rebranded as Corient.
CenterSquare Investment Management: 2023 midyear REIT outlook — Spring-loading performance for a powerful trajectory by Andrea Zander | Aug 2, 2023 With inflationary pressures being relieved across the economy, CenterSquare Investment Management believes the end of the Fed’s rate hiking cycle is on the horizon, which is when REITs will take off.
Report: Overcoming the potential threats and challenges within commercial real estate by Andrea Zander | Aug 1, 2023 The annual survey polls both financial advisors and commercial real estate professionals to get their perspectives on HNWI and accredited investor strategies related to commercial real estate investing.
Generative AI, carbon offset financing, driverless vehicles, office space conversion among top trends transforming financial services by Andrea Zander | Aug 1, 2023 A recent Deloitte report outlines emerging trends across the banking & capital markets, insurance, real estate, and investment management sectors.
Canada Life Investment Management introduces new Diversified Real Assets Fund by Released | Aug 1, 2023 Canada Life Investment Management has introduced its mutual fund lineup with the addition of the new Canada Life Diversified Real Assets Fund.
Yardi Matrix increases short term multifamily supply forecast by Released | Aug 1, 2023 The multifamily housing supply could increase by up to nearly seven percent by the end of 2023.
RFG Advisory secures significant growth investment from Long Ridge Equity Partners by Released | Aug 1, 2023 RFG Advisory has secured a substantial growth investment from Long Ridge Equity Partners.
The Boulder Group releases second-quarter net-lease research report by Andrea Zander | Aug 1, 2023 Cap rates in the single tenant net lease sector increased for the fifth consecutive quarter to 6.40 percent.