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Raymond James Adds $490M Advisor Team From Merrill

by FA Staff

The three advisors are based in Ocala, Fla.

Blackstone's $59 Billion Property Trust Hit By Starwood Fallout

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Repurchase requests by investors in Blackstone Real Estate Income Trust ticked up in May.

Bill Ackman's Pershing Square Sells 10% Stake For $1.05 Billion

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Ackman is planning a stock-market listing for Pershing Square as soon as late 2025, sources have said.

How Billionaires Bought 70% Of Detroit's Offices And Transformed The City

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Dan Gilbert, the Fords and Ilitches have taken over much of the city.

Private Credit, Wall Street's Hottest Trade, Has An Ugly Moment

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Private lenders are encountering the same problems that have battered leveraged loan investors.

Mercer Advisors Launches Private Markets Platform For Clients

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The firm will open private investments to clients with at least $5 million in assets.

Homebuyers Are Starting To Revolt Over Steep Prices Across U.S.

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House hunters are getting hit with a double-whammy: high prices and high mortgage rates.

The Evolving Client Profile

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You must put your clients' numbers in the context of their story.

What The Wealthiest Want

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They're seeking a life of significance and meaning.

Why Wealth Management M&A Remains Fertile

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Succession plans and private equity money are driving deals.

Persuading Executive Clients To Seek Stock Options

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Why are execs avoiding these benefits?

Navigating Secondary Private Equity Funds

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These funds may offer attractive entry points to the PE market.

Higher For Longer? Maybe Higher Forever

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It's not all bad if borrowing costs stay higher.

After A Settlement, Steady Sales For LTC

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Reports of the demise of the long-term-care insurance industry have been greatly exaggerated.

5 Considerations When Hiring A New Planner

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The advisor profession needs to do a better job of laying out a welcome mat for new recruits.

Biden, IRS Take Aim At Wealthy's Use Of Donor-Advised Funds

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The proposal also seeks to designate RIAs as “donor advisors,” subjecting them to excise taxes.

Inheritances Be Damned: Clients Want To Spend While They Can

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After the pandemic, more clients are seizing the moment and putting their money to use before they die.

Many Disconnected Worlds

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Anyone who looks around in 2024 could be forgiven for thinking that whatever world the stock market is living in, it isn't occupied by most humans.

Hiring Pace For Low-Income Workers Still Robust, Vanguard Says

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Data show the U.S. hiring rate in April climbed to an 18-month high.

Wall Street Tests Market Fallout Of A Trump-Biden Rematch

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Traders are already preparing for the risk of stock-market swings around the November vote

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