Vanilla's recently announced, fully integrated Estate Advisory Platform seeks to empower financial advisors to take the lead in the estate planning process.
A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more-challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers at DeVoe & Co.’s annual conference.
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Firms using AI tech to generate ‘customized’ suggestions for clients may not realize those recommendations still fall under the best interest rule, warned a senior director at FINRA's annual conference.
While the private real estate markets have been slow to adapt pricing to reflect higher interest rates and a more uncertain economic climate, publicly-traded REITs offer both discounts and a historic record of outperforming during recessions. Some investors are cycling money from private vehicles and into REITs.
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