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Estimated reading time: 1 minute 1077 University Pl, Schenectady, NY 12308 Update: Pending Sale The Victorian era stands as a defining moment in history, distinguished by its architectural character and profound social transformation. This Victorian residence, although in need of restoration, offers its new owners a rare opportunity to preserve its heritage and restore the […]
Ashley:Taxes might not sound exciting, but what if I told you there’s a brand new bill that could put more money in your pocket and change how you invest today? Tony:And today we’ve got two of the best real estate CPAs in the game. You guys might know them. They’ve written several books for BiggerPockets.
How to Structure Seller Financing (Get a 5% Interest Rate!) (Rookie Reply) Read More »
Kevin Beard, a founding partner and chief growth officer at Atria Wealth Solutions, is the latest Atria executive to jump ship in the wake of LPL Financial’s acquisition of the business, according to regulatory filings. LPL closed on its acquisition of Atria last October; in its second quarter 2025 earnings results, the firm said it
Another Atria Co-Founder Departs LPL Read More »
The wealth management industry is at an inflection point—where scale, service, and strategy all collide. Drawing on 35 years of industry experience and leadership roles at Morgan Stanley, Fidelity and now Cetera, Mike Durbin offers a unique perspective on the forces shaping the world as we know it. Since joining Cetera in 2023, Mike’s led
The Diamond Podcast: Cetera CEO Mike Durbin Read More »
In This Article Imagine it’s 2019, and you’ve got a rental property that practically pays for itself. Tenants line up, rents climb every year, and cash flow feels like a given. Or maybe you were one of the lucky ones who flipped houses when material costs were low and buyers were eager—every deal looked like
6 Steps to Mid-Term Rental Success Read More »
Ascensus, a tax-advantaged retirement and education savings provider, has added a role to bolster connections between wealth and asset managers and its 16 million account holders and roughly $862 billion in assets under administration. Ascensus has hired Josh Rundle from Transamerica to head up investment and wealth solutions. Rundle will start later this month and
Ascensus Hires Liaison for Advisors, Asset Managers Read More »
In This Article Every day in America, more than 10,000 people reach the age of 65. That’s a staggering number by itself, but the real tidal wave is still ahead. The population of Americans aged 80 and above is set to grow by 28% in the next five years. Demographers call it the “Silver Tsunami.”
10,000 Americans Turn 65 Daily—And There’s Nowhere for Them to Live Read More »
Washington Federal Bank (WaFd) has filed with the Securities and Exchange Commission to launch WaFd Wealth, a new registered investment advisor in Seattle. The new entity has chosen Goldman Sachs Advisor Solutions for custody, according to an ADV filing. WaFd has recruited John Chavez, who was previously with Merrill Lynch for 30 years, as CEO
Merrill Lynch Advisors Join WaFd Bank to Lead New RIA Read More »
&Partners, a St. Louis-based hybrid broker/dealer launched by David Kowach, the former president and CEO of Wells Fargo Advisors, has added two advisor teams in the last two weeks. The Kerrigan Group, a team with about $250 million in pre-transition assets under management, joins from LPL Financial. The Valdosta, Ga.-based practice serves businesses and families across
&Partners Wins Teams From LPL Financial, Raymond James Read More »
Edward Jones’ newly formed private client service is establishing new hub offices, as the firm continues to augment its offerings to attract more high-net-worth clients. The firm’s Edward Jones Generations service for high-net-worth clients has opened its first location in Scottsdale, Ariz., with additional hubs set to open in St. Louis this fall, followed by
Edward Jones Opens Hubs For HNW Clients Read More »