According to Stanger Investment Banking, non-traded REITs raised almost $12bn in 2019 and nearly $11bn in 2020. In 2021, Blackstone Group’s BREIT...

Here’s What Rising Rates Mean to Jeffrey “Bond King” Gundlach 

Renowned investor Jeffrey Gundlach, popularly known as the "Bond King" (Bill Gross...

Takeaway:  In today's MLCD marketplace, where there is FDIC insurance, should you be offering MLCDs with lower caps? 

Summary: As one of our clients...

Summary: Even now, there was a lot of talk about Reg BI and what it really means. They reiterated that Reg BI needs to focus on costs, conflicts,...

The structured product market has been akin to riding a roller coaster over the past few years. Much of this wide ride has been attributed to the...

Key Takeaway:  More Outsourcing and More Regulations Means More DDW

Over the last 12 months, we have seen the fed funds rate increase by 4.5%, directly affecting equity and bond markets. Yields have finallyrisen, and...

Key Takeaway:  We will ring in 2023 with the highest income levels in over 2 years for both FIAs and VAs. 

What happened to FTX, and more importantly, what should we think about going forward?

Key Themes Discussed:  Reg BI,  Complex Products,  Best Ex Reviews