Blucora’s RIA Avantax to Acquire $1.1B AUM Firm 
Eight Must Reads for the CRE Industry on Aug. 3, 2021 
An all-weather approach to fundamental and market cap weighting 
This Week in Wealth Management Deals 
Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts Blucora’s RIA Avantax to Acquire $1.1B AUM Firm
Avantax, which encompasses Blucora’s wealth management business, has agreed to acquire Headquarters Advisory Group, a…
Eight Must Reads for the CRE Industry on Aug. 3, 2021
The Los Angeles Times look at the efforts to clear away homeless camps in Venice…
An all-weather approach to fundamental and market cap weighting
Sponsored by Charles Schwab Download the white paper to learn the following key takeaways: Over…
This Week in Wealth Management Deals
The last week of July saw continuation of action in deals in the wealth management…
Wealthfront Adds Crypto With Addition of Bitcoin, Ethereum Trusts
Wealthfront is in the midst of adding a wide array of funds to its customizable…
Critics Question Impact of CFP Board’s Proposed Sanction Revisions
The CFP Board’s proposed revisions to its sanction guidelines unveiled this week would penalize certificants…
iM Global Partner Acquires Stake in Richard Bernstein
Paris-based iM Global Partner, a global asset management firm, said this week it has acquired…
SPACs Are a Canary in the Coal Mine
When I see the growing popularity of SPACs, the blank-check special purpose acquisition companies, I…
Investment Advisor Sentenced To Over 5 Years For Securities Fraud
A South Carolina investment advisor who was charged by the Securities and Exchange Commission with…
10 Must Reads for the CRE Industry on July 30, 2021
President Biden has called on Congress to extend the eviction moratorium. The Durst Organization has…