Chet Milot joins Rowe Price as director, senior alternative specialist by Andrea Zander | Mar 12, 2024 Chet Milot has joined T. Rowe Price as a director, senior alternative specialist.
Fidelity survey shows family offices plan to increase real estate holdings by Lewis Dayton | Mar 12, 2024 In Fidelity’s recent survey of 83 single-family offices, with a total net worth of $432 billion, 36 percent of respondents indicated that they plan to increase their investments in direct real estate investments over the next three years, while 51 percent said they expect to maintain the level of investment in the sector of that time span.
Drucker Wealth, a $750mm advisory team, launches Independent RIA by Andrea Zander | Mar 12, 2024 Drucker Wealth, a hybrid advisory team with $750 million of assets under management, led by father-son duo Lance and Gideon Drucker, recently launched their own independent registered investment adviser (RIA) based in New Jersey & serving clients nationally.
PWC and Urban Land Institute releases emerging trends report by Andrea Zander | Mar 12, 2024 Industry leaders no longer expect a U-turn to the way things were before the pandemic, according to interviews conducted by PWC and Urban Land Institute in the Emerging Trends in Real Estate 2024 report.
U.S. House approves legislation to offer CITs to 403(b) plan holders by Lewis Dayton | Mar 12, 2024 The United States House of Representatives has approved legislation that makes collective investment trusts (CIT) an option for members of 403(b) plans, writes John Sullivan in a recent article for the National Tax-deferred Savings Association (NTSA).
Phil Shankweiler promoted to managing director, head of RIA at Starwood by Lewis Dayton | Mar 12, 2024 Phil Shankweiler has been promoted to managing director, head of RIA at Starwood Private Wealth.
Emory Oak Partners launches technology-driven investment platform by Released | Mar 12, 2024 Emory Oak Partners, an operationally focused, technology-driven investment firm specializing in real estate and service industry business equity and enhanced credit strategies, has launched a technology-driven investment platform.
Opto Investments makes new appointments by Andrea Zander | Mar 11, 2024 Opto Investments has made several new appointments.
Majority of high-net-worth investors expect wealth to increase in 2024 by Andrea Zander | Mar 11, 2024 Approximately two-thirds (65 percent) of all global high-net-worth investors expect their wealth to increase in 2024, led by three-quarters of survey respondents from Gen Z (75 percent) and seven-tenths of millennials (69 percent), according to the latest edition of its annual Wealth Report by Knight Frank.
John Ploschek joins The Otto Group by Released | Mar 11, 2024 John Ploschek has joined The Otto Group as its new director of wealth services.