New federal bill recently introduced by U.S. Rep. Alexandria Ocasio-Cortez proposes to have family offices register with the regulator and begin reporting.
Nurture relationships and enhance client satisfaction by pointing clients to platforms that help manage financial workflows and process payments easily and efficiently.
Join this webinar on August 10th at 2pm ET / 11am PT as experts discuss the WealthTech trends that are disrupting the wealth management industry, and how key market leaders are diversifying and leveraging technology to gain a competitive edge.
Data from Real Capital Analytics showed some major reshuffling among the U.S. markets multifamily investors poured money into during the first half of the year.
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