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nontraded REIT, REIT, Allied Beacon, IPO, net capital violation

Nontraded REIT halts fundraising, seeks new broker-dealer

4,290 views | Jun 18, 2013

United Realty Trust shelves IPO until it can replace struggling Allied Beacon

nontraded reit, schorsch, cole, ipo, nyse

Nontraded REIT shareholders OK listing but price still uncertain

3,125 views | Jun 19, 2013

Nontraded REIT Cole Real Estate shareholders OK a listing on the New York Stock Exchange. The stock will begin trading tomorrow but the price is still uncertain.

exchange-traded funds, etfs, actively managed, fixed income, bonds

ETF sponsors getting active in bond space

1,442 views | Jun 17, 2013

Rising rates, volatility in fixed income markets, plus Gross' big success, drive efforts.

Gross

Which way for bonds?

1,277 views | Jun 18, 2013

Pimco's Bill Gross discusses mapping a path forward

bernanke, interest rates, quantitative easing, federal reserve, bonds, fixed income, economy, unemployment

Bernanke talks — but advisers way ahead of the yield curve

1,103 views | Jun 19, 2013

Moved clients out of long bonds months ago; 'running in front of a steamroller'

stocks, real estate, high net worth, HNW, millionaire

Stocks, real estate made 2012 a banner year for the wealthy

977 views | Jun 18, 2013

North America overtakes Asia as home to most millionaires but crown not likely to stay.

muni

Take Five: John Loffredo on how to play the Detroit muni mess

919 views | Jun 18, 2013

Detroit muni bonds still offer opportunities, fund manager says

Featured Blogs

Mary Beth Franklin

Don't let your clients leave Social Security benefits on the table

Lump sum payment can mitigate sting of a late claim.

Mary Beth Franklin

Mary Beth Franklin: The question Social Security calculators can't answer

Life expectancy -- and life expectations -- crucial when devising claiming strategies

Davis D. Janowski

RIAs with integrated technology = higher revenue: Survey

Integrated technology leaves firms more time for client-interfacing activities and prospecting, not to mention makes them far more efficient.

Data & Directories

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Tech Connect

The adviser's first stop for technology news and information.

Game-changers

We're looking back all this month at advisers who've transformed the industry. Today: A VA backer with a knack for uncovering investment gems.

Advisers on the Move

  @IN Wire

Jun 19 07:03PM
James Gandolfini's portrayal of Tony Soprano started television's eclipse of movies in artistic achievement. He departed far too soon.
Jun 19 06:57PM
#investmentadvisers were prepared for end of QE long before Ben Bernanke spoke today. http://t.co/sDgVKrDxU0 @Jeff_Benjamin @newsfromIN

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