Adjusted for Risk: How Asset Managers can Increase Strategy Visibility Through Storytelling
IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.
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Icahn Reaches $2M SEC Settlement in Margin-Loan Probe
Icahn is being fined $500,000 and Icahn Enterprises LP will pay $1.5 million related to insufficient disclosure of how IEP units were pledged as collateral against his personal margin loans.
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Meeting the Realities of Today’s HNW Families
The challenges and solutions for attracting and retaining the next generation of high-net-worth clients.
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Hawai’i Quarterly Market Insights Report: Q2 2024
In this report, you’ll find a high level snapshot of the trends shaping the market for each neighborhood across Hawai’i. The full report is available here: Hawai’i Q2 2024 Market (Micro) Insights Report.…
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SoCal Quarterly Market Insights Report: Q2 2024
In this report, you’ll find a high level snapshot of the trends shaping the market for each neighborhood across the SoCal region, from the Central Coast to Orange County. The…
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Real Estate Lead Conversion Guide: 8 Steps to Close More Deals
Real estate lead conversion is essential for your business to thrive. Throughout my career, I’ve successfully converted hundreds of leads and built a referral-generating database, but it took time to…
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The 11 Best Real Estate Prospecting Letter Templates
In a world where digital marketing dominates, real estate prospecting letters offer a unique opportunity to stand out from the competition. In this article, I’ll provide actionable tips for writing…
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9 Free Open House Sign-in Sheets to Try This Weekend
Hosting a successful open house is an ideal opportunity to connect with potential buyers looking for a new home and sellers interested in listing theirs. However, you need a good…
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Pipedrive Review: Pricing, Features, Pros & Cons (2024)
Pipedrive is a dynamic customer relationship management (CRM) tool that turbocharges your sales processes and spices up client interactions. This nifty tool makes tracking client chats, property listings, and deal…
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