10 Investment Must Reads for This Week (Sept. 9, 2025)
Interval fund sponsor Bluerock fell short of the votes at its investor meeting to convert its embattled real estate fund, but it has two more weeks to wrangle votes. NASAA has amended guidelines for the use of non-traded REITs. These are among the investment must-reads we found this week for financial advisors.
We’re now less than a month from the July 1 OBBBA implementation deadline, and the cracks are starting to show....
A loan prepayment penalty is a fee that some lenders charge if you pay off all or part of your...
Tina Powell, partner and chief of community at Intention.ly, a growth consultancy and marketing agency for financial advisors, passed away...
