Topic
LPL retains $1.6B Zuk Financial Group December 13, 2017

LPL retains $1.6B Zuk Financial Group

Zuk Financial Group, a Lake Forest, Calif.-based hybrid that oversaw $1.6 billion in client assets while affiliated with National Planning Corp., has decided to remain with that firm's new owner, LPL Financial.
Marketing 101 for Financial Advisors December 11, 2017

Marketing 101 for Financial Advisors

In the financial services industry where pretty much everything you’re “allowed” to do is strictly regulated, achieving great marketing becomes even more of a challenge.
Investor Focus Shifts In Multifamily December 8, 2017

Investor Focus Shifts In Multifamily

“Investors are looking to engage in secondary and tertiary markets, where they see increasing opportunity," says Jeff Lee with Capital One Multifamily Finance.
Investment Bankers Say REIT Outlook Remains Healthy November 16, 2017

Investment Bankers Say REIT Outlook Remains Healthy

There’s a current of concern drifting through some in the investment banking community over what they view as a maturing real estate market recovery. On the other hand, many bankers see more of the same in 2018 as gross domestic product continues its path of modest growth combined with low interest rates and open debt…

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