Is your wealth advisor independent? Sometimes it’s not easy to say

Since the 2008 financial crisis tarnished the big banks and brokerages on Wall Street, the ranks of independent wealth advisers have grown faster than other categories. Improving their appeal is a standard known as the fiduciary rule, which legally requires these advisers to put the interests of clients first at all times and generally avoid … Read more

Is your wealth advisor independent? Sometimes it’s not easy to say

Since the 2008 financial crisis tarnished the big banks and brokerages on Wall Street, the ranks of independent wealth advisers have grown faster than other categories. Improving their appeal is a standard known as the fiduciary rule, which legally requires these advisers to put the interests of clients first at all times and generally avoid … Read more

More dollars from life insurance companies are flowing into CRE loans – Trade Observer

Life insurance companies have been active in commercial real estate lending over the past year and are poised for continued growth. Active commercial real estate origination activity was evident in established insurance companies PGIM, MetLife and New York Life, while new players, namely KKR and Apollo, also joined the party with the addition of dollars … Read more