Top Firms Are Focusing on Prospect-to-Client Close Ratios
Low close ratios are almost always the result of a lack of training.
Read moreLow close ratios are almost always the result of a lack of training.
Read moreThe new United Capital has $20 billion in total assets, 125 advisors, its own ADV and a management team pulled from both Creative Planning and Goldman Sachs.
Read more“Technology is not going to replace advisors, but advisors who do embrace technology are going to replace advisors who don’t,” said David Karr, chairman of Equitable Advisors.
Read moreMultifamily has maintained its status as the best performing and most resilient asset class through economic cycles.
Read moreAdvisorEngine’s Craig Ramsey details why having up-to-date data allows for better and faster decision making.
Read moreVib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.
Read moreF2 Strategy’s co-founder and CEO provides his take on the most important wealth management technology news of the last month.
Read moreThe upcoming service will focus on investors who do not currently meet the asset minimums at most firms.
Read morePrivate credit has fast become a Wall Street favorite and is attracting cash from hedge funds, sovereign wealth funds, insurers and pension providers as well as private equity firms.
Read moreBlackstone’s flagship non-traded REIT limited redemptions for the 12th straight month. PWC released its annual Emerging Trends in Real Estate report. These are among the must reads from the real estate investment world to end the week.
Read moreAmong the hardest hit real estate market participants are syndicators of over-leveraged investments with debt at floating rates.
Read moreOhio is leading the way in attempting to properly arm advisors for a fight that’s already underway, whether they realize it or not.
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