Historically, the real estate investment manager relied on independent broker/dealers to reach private wealth. It wants to diversify both its distribution and its investment offerings.

Investors have a strong preference for advisors at large national banks and broker/dealers, especially the high-net-worth.  

The goal of retirement plans should be providing income to those no longer working, not accumulating wealth for those who still are.

Delays stemming from a revamp of the federal financial aid application mean many students are making their higher education decisions without key information about the price.

The firm, which already works with individual investors, wants to build relationships across private wealth distribution channels.

The RIA platform partnered with Griffin Distribution to offer annuities, life, disability and long-term care insurance.

A gifting strategy that considers minority interest discounts, the timing of gifts and anticipated appreciation can save millions of dollars in taxes.