MAY 9, 2024

RIA NEWS

Integrated Partners Promotes Andree Mohr to President

Diana Britton

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Unpacking the Firestorm Over Blackstone's Real Estate Valuations

Elaine Misonzhnik

A recent New York Times article suggested that Blackstone's non-traded REIT is inflating its property valuations. But real estate industry insiders say they are not worried.

FULL ARTICLE

FASTCHAT VIDEO

Building a Firm for the Future

Sponsored by Axtella

Join Shannon Rosic and Dana Rhodes, as they discuss Axtella's recent rebranding and firm initiatives, focusing on personalized services, next-gen advisor support, and innovative technology in the financial services industry.

LEARN MORE

RIA EDGE PODCAST

MarshBerry's John Orsini on the Paths to Growth

David Armstrong

Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories.

LISTEN NOW

RPA

Trust Is the Superpower of 401(k) Plans

Fred Barstein

While the lack or breach of trust is its kryptonite.

FULL ARTICLE

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