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Forget the cave — advisers now have easier way to store clients’ gold
GBI launches online purchase and management program for precious metals; works with reporting systems
The evolving nonlisted-REIT industry
Heightened investment in nonlisted REITs has continued due to investor demands for income and for opportunities to diversify…
Goldman offers DC plans true alternative with novel fund
Taking a step toward portfolio diversification
PE’s new source: Wealth managers
Investors know all about The Blackstone Group LP, The Carlyle Group LP and TPG Capital LP. They expect…
Senior secured loans: An alternative way to diversify an income strategy
Senior secured loans represent a $1.2 trillion asset class and can offer an investment opportunity for individuals who want an alternative way to diversify their income strategy, according to this white paper from Franklin Square Capital Partners.
Stifel said to be in exclusive talks to buy Morgan Keegan
Stifel Financial Corp. is in exclusive talks to buy Regions Financial Corp.'s Morgan Keegan brokerage after prevailing over private-equity bidders, said people with knowledge of the matter.
Cole gets big payoff in nontraded-REIT deal
Another sizable nontraded real estate investment trust will provide some liquidity to its investors, this time through a…
Banks may sue feds over the Volcker rule
With Washington bureaucrats devising all sorts of ways to regulate Wall Street, it is no wonder that there…
Thompson National Properties ducks default but cuts interest payments
Thompson National Properties LLC has ducked a default on one of its note programs, but investors will be…
In toxic debt fiasco, banks were victims and perps
Banks not only churned out risky CMOs that magically received AAA ratings, they were also purchasing the stuff. Why is that?
All’s not well as Wells throws in towel on REIT offerings
Legendary real estate investor Leo Wells is throwing in the towel, at least for now, on the nontraded-REIT…
Thompson grounded
Amid dealing with defaults on note programs and commercial real estate, the highflying real estate mogul Tony Thompson…
Legg’s Miller seeks redemption as housing bull
Star manager's bets on property rebound look good...so far
A fourth asset class? Investors are piling in
If asset flows can be trusted as a guide, the appetite among financial advisers for hedged-equity exposure is…
Nontraded-REIT valuations holding steady at year-end
It's been a rough stretch for nontraded REITs. But recent re-pricings suggest the valuations of the property trusts may have finally found a floor.
REIT deal seen as boon for acquirer
Ladenburg reiterates its 'buy' rating price target on American Realty Capital Properties after its purchase of a related REIT.
CFTC rule requires further scrutiny
A new Commodity Futures Trading Commission rule to harmonize certain CFTC and SEC mandates that apply to mutual funds investing in commodities is drawing criticisms.
Real estate rebound taking hold
Coming off a strong 2012, financial advisers are sanguine about investing in real estate in 2013, particularly in…
In a wirehouse first, Merrill offers a nontraded REIT
Bank of America Merrill Lynch’s recent move to give its 17,500 registered representatives and investment advisers the ability…
Timberland REIT takes axe to share price
On Monday, management at the very popular Timberland REIT took an ax to the trust's stock, lowering the per share valuation by 35%. Here's why.
