Elaine Misonzhnik
Executive Editor at Wealth Management
Executive editor with https://t.co/h5sdtbgXuM
Articles
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1 month ago |
wealthmanagement.com | Elaine Misonzhnik
A new report from market research firm Cerulli Associates finds that a majority of financial advisors expect to prioritize the use of model portfolios over funds of funds going forward because of the higher level of customization model portfolios offer. According to the report, 61% of surveyed advisors expect to give preference to model portfolios over funds of funds.
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1 month ago |
wealthmanagement.com | Elaine Misonzhnik
The financial services industry has witnessed an increasing number of big-name asset managers trying to court retail investors. GCM Grosvenor, a global alternative asset manager with $80 billion in AUM, is the latest big name to enter the fray. The firm has offered products for ultra-high-net-worth investors/qualified purchasers for close to two decades. Now, it has announced the launch of its first interval fund, which will allow it to target non-accredited investors.
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1 month ago |
wealthmanagement.com | Elaine Misonzhnik
There’s been a wave of consolidation in the registered investment advisor space over the last several years. For example, last month broke the record for merger and acquisition activity in the RIA space, according to DeVoe & Company. Year-to-date through Nov. 1, such deals were up 12% compared to 2023.
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1 month ago |
wealthmanagement.com | Elaine Misonzhnik
Long Beach, Calif.-based RIA firm Halbert Hargrove has existed since the Great Depression and has seen every kind of market cycle since its founding in 1933. Its focus, according to co-CIO Brian Spinelli, is to serve clients through their various life phases, building portfolios that best suit their current needs. With an AUM of approximately $3.6 billion, the firm has a wide-ranging client base.
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2 months ago |
wealthmanagement.com | Elaine Misonzhnik
CIO Lane MacDonald discusses why private markets drive so much of the firm’s active management strategy. SCS Financial, Focus Partners’ family office and OCIO, might have a bit more leeway to invest in high-risk, high-reward strategies than some other RIAs. The Boston-based firm has $33 billion in assets under management, and most of its 212 clients have $100 million or more in net worth.
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NREI asked Larry Silverstein for his opinion on how urban office markets, including New York City, might be affected by the pandemic in the long term and how Silverstein Properties is preparing for the return of its tenants. #CRE https://t.co/L9zkbFm4Pp
A recent report from @realcapital looks at which cross-border buyers continued to be active in the U.S. in the first half of the year #CRE https://t.co/pK84XJSTIN
This might get lost in all the bad news regarding the retail sector, but some chains are still going on with expansion plans this year #CRE #retail https://t.co/pkGqMGcYnP