May 20, 2025
The Devastating Consequences of Leadership Absence
December 7, 1941. Pearl Harbor.
Within just 90 minutes, the United States lost 2,403 lives, 188 aircraft, and 19 naval vessels including five...
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May 14, 2025
Exploring the Benefits of Side Pockets in Funds
Side pockets have long been a valuable tool in fund management, particularly for hedge funds, private equity, venture capital, and even cryptocurrency...
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May 13, 2025
Q1 2025 RM Select Snapshot for Independent Mortgage Bankers
Your Q1 2025 RM Select Snapshot is here, with fresh industry data you won’t find anywhere else. This quarter we saw modest improvement in several key...
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Apr 29, 2025
Key Takeaways for Mortgage Lenders This Tax Season
The 2025 tax filing season has come to a close. However, there are some significant changes on the horizon that could impact the mortgage and financial...
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Apr 29, 2025
The Custody Rule Revisited: 2025 Update
In general, The Custody Rule (Rule 206(4)-2) requires that advisers custody funds and securities with a qualified custodian who sends statements to the...
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Apr 22, 2025
Your Marketing Toolkit – The Role of LinkedIn for Fund Managers
We are honored to continue our Capital Raising Education Series, partnering with experts in the industry to showcase this video from HS...
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