by Oscar Jofre | Sep 23, 2024 | Issuers, KoreConX
Individual Retirement Accounts (IRAs) are a popular way for investors to save for retirement with tax benefits. As an issuer, offering investments that are IRA-eligible can attract a broader audience. This article outlines 3 simple steps to help issuers enable IRA...
by Oscar Jofre | Sep 18, 2024 | Issuers, Legal
Raising capital for real estate projects is a complex process that often requires the involvement of various professionals to ensure compliance, efficiency, and the best financial outcomes. While real estate sponsors frequently turn to legal advisors, financial...
by Oscar Jofre | Sep 16, 2024 | Institutional
At the beginning of this month, Kore’s advisor, David Weild, was recognized as one of the top influencers in the finance market by the website employ.com. In an article authored by Jacob Peebles, Weild was described as “an original thinker.” The work of...
by Oscar Jofre | Sep 11, 2024 | Broker-dealers, Investors, Legal
This blog post from the Laura Anthony from Securities Law Blog, examines the SEC’s Spring 2024 regulatory agenda. The agenda, although subject to change, gives crucial insight into future financial regulations. Key areas highlighted in this edition include...
by Oscar Jofre | Sep 9, 2024 | Investors
In the financial world, broker-dealers and registered investment advisers are two central figures that often get people talking. They both play important roles, yet understanding their differences is essential for anyone involved with investments or the private...
