Anna Howard, senior vice president and head of Private Wealth Management at LPL Financial, warns that advisers who do not create meaningful connections with both spouses and younger generations risk significant loses from their client lists and assets under management. She also discusses LPL’s...

Loretta Clodfelter, editorial director of Institutional Real Estate Inc., reports on the results of IREI’s annual survey of investor intentions, including which property types and strategies are being most aggressively pursued, and those that have fallen in the rankings. (05/2024)