"We are incredibly excited to have Jen on the team at Overmoon as we develop partnerships with the best broker-dealers and RIAs in the country..."
June 27, 2023
Topic
June 27, 2023
June 27, 2023
Ashford Securities $500 Million In Capital Raised Since 2021
To date, over 88 independent broker-dealers and RIAs have utilized the investment products distributed by Ashford Securities.
June 27, 2023
Ashford Securities Announces $500 Million In Capital Raised Since 2021
Ashford Securities LLC (“Ashford Securities”), a wholly-owned subsidiary of Ashford Inc. (NYSE American: AINC) (“Ashford”), is pleased to announce that it has reached a milestone of $500 million, including $42.1 million from institutions, in capital raised in less than two years of serving investors via the independent broker-dealer and RIA distribution channels.
June 26, 2023
The World’s Empty Office Buildings Have Become a Debt Time Bomb
In New York and London, owners of gleaming office towers are walking away from their debt rather than pouring good money after bad. The landlords of downtown San Francisco’s largest mall have abandoned it. A new Hong Kong skyscraper is only a quarter leased...
June 26, 2023
Silicon Valley, Calif., Office Vacancy Surging
Vacant office space is piling up in California's Silicon Valley as technology companies reassess their workspace needs, The Wall Street Journal reported. Office vacancies in San Jose, Palo Alto and Sunnyvale rose to 17% in June...
June 26, 2023
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re important and how they’re beneficial to help build relationships with advisors. The Purpose of a CRM System Your CRM system should hold all the information you need…
June 25, 2023
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit
The long-anticipated wave of distressed CRE assets is closer to realization, with total distressed assets coming in at $64B during Q1 2023, Bloomberg reports, citing a new report by MSCI Real Assets...
June 22, 2023
Peachtree Group Strengthens Its Capital Markets Team with Key Appointments
Peachtree Group has further strengthened its leadership team within its broker-dealer affiliate, Peachtree PC Investors ("PPCI"), with the appointment of industry veteran Brian Cho...
June 21, 2023
Dan Goodwin: Explaining Alternative Investments to Clients
In this Blue Vault Minute, Dan Goodwin (Chief Investment Strategist and Fiduciary, Provident Wealth Advisors) talks about introducing the idea and concept of alternative investments to clients.
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