January 3, 2019

Researchers at Aite Group shared what they think will be the biggest trends in wealth management over 2019—and how firms can prepare for them.

Click on the following link to read the entire article:


December 20, 2018

Jeffrey Gundlach, founder and chief investment officer of DoubleLine Capital, issued a warning to investors: corporate bond offer a poor prospect, under any scenario. If rates rise, prices will quickly drop because average their duration is between 7 and 10 years. If rates fall, that would likely be accompanied by a bear market in stocks with effects that...

December 13, 2018

Financial Planning recently published an article covering research from Cerulli Associates in which asset growth was measured between Hybrid RIAs (those that maintain registration with a broker/dealer) and Independent RIAs (those that have no broker/dealer affiliation). 

Not surprisingly, Hybrid RIAs had greater AUM growth. However, Cerulli correctly deter...

December 4, 2018

Financial Planning magazine completed an expose of Commonwealth Financial Network, an independent broker dealer that earns approximately 64% of its revenues from fee-based business. The article provides insight into the sea change of advisers migrating to a fee-based model, and offers implications for direct investment sponsors on where their clients are...

November 28, 2018

Advisor Perspectives recently published an article discussing Fidelity's roll out of no-fee mutual funds. In other words, fee compression has finally reached zero. With that being said, the article provides a compelling rationale for advisers to find meaningful points of differentiation. Click on the article below to read the full article:


November 20, 2018

Real Assets Adviser reports on a recent Private Equity Investing and Co-Investment Activity by Family Offices survey, which was conducts by Campden Research in partnership with global investment firm KKR.

Some interesting findings include:

  • Allocations by family offices to private equity are predicted to rise 73 percent between 2017 and 2019.

  • Family...

November 13, 2018

Nancy Lashine, founder and managing partner of Park Madison Partners, was recently interviewed by Real Assets Adviser magazine on the current fundraising environment for real estate funds.  Topics covered include: Other than having the right strategic focus, what sells an investor on a real estate fund? What are some of the cardinal mistakes fund managers...

November 6, 2018

Marketwatch recently published an article discussing a research report titled "Historical Returns of the Market Portfolio,” which looked at the performance of worldwide financial assets for the modern era, from 1960 to 2015.

During that time period, real-estate investment companies and trusts beat inflation by an average of 6.43% a year, compared to 5.45%...

November 5, 2018

Nareit recently published an article that discussed the dynamics between REIT sponsors and retail investors. Of note, the article cites that 80% of fee-based financial advisers are comfortable recommending REITs to their clients, up from 73% back in 2016. You can read the entire article by clicking on the link below:


November 2, 2018

City Wire recently published an article on how institutional investment consultants are shifting their focus from traditional institutions to carve out a niche in the retail investment advisory world. This supports our notion that more an more institutional investment sponsors are on a migratory path towards serving retail investors.

To read the article, C...

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