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The role of currency as an asset class
Frequent conversations with private clients reveal their desire to diversify into foreign currencies seeking to protect their purchasing power from a long-term decline in the value of the dollar. Yet, as a general rule, currencies as an asset class have not been embraced by private clients, and play no material role in their overall asset allocation. Why the disconnect? Samson Capital Advisors explores in this new white paper.
ICI, Chamber appeal CFTC mutual fund rule
Agency wants funds using commodities to register with it.
Big fund companies likely big winners in hedge fund ad rule
Firms with alts like BlackRock, JPMorgan have muscle to seize the opportunity
Nontraded REIT deal good news for shareholders
In putting together a deal for Apple REIT Six, Blackstone has given a boost to the trust's shareholders — and stemmed the recent tide of bad news for David Lerner Associates.
Raise high the roof beam: Home values up for first time since 2006
Median housing prices rise 6%; 'turned a corner'
Investing in real estate with a self-directed IRA
Chance to invest in hard assets can lead to big returns, but rules are complex.
Why all the fear about the stock market?
Portfolio manager says advisers ready for a wake-up call on new approach to risk.
Advisers feeling more secure about unsecured notes
With puny interest rates, structured notes gaining in popularity
Nontraded REIT cuts fee to adviser
In what's stacking up as something of a trend, another nontraded REIT has decided to forgo the so-called 'internalization fee' paid to its adviser.
Another nontraded REIT goes public
On Friday, Corporate Property Associates 15 Inc. closed a merger with its parent, the publicly traded real estate manager W.P. Carey & Co LLC. The new company, which is now a publicly traded REIT called W.P. Carey Inc., began trading Monday morning and will retain the symbol WPC.
Galvin’s LPL suit a boon to plaintiffs
Last week, Massachusetts sued LPL for its sales and marketing of a popular nontraded REIT. Expect the plaintiffs' bar to swoop in as well.
What exactly are managed futures?
In my many conversations with investment professionals about asset allocation, I usually refer to managed-futures investing as participating…
Finra on to B-Ds that sold VAs with hedge funds
Finra is investigating half a dozen independent broker-dealers that sold variable annuities with subaccounts invested in hedge funds,…
Embracing liquid alternatives for investors at all levels
Financial advisers, take notice — liquid alternatives are fast becoming “the new black.” Over the past few years,…
Shift to alts: Fund offers wealthy clients easy access to hedgies
Private Advisors Alternative Strategies Master Fund invests directly in dozens of hedge funds
Damn the torpedoes, Guggenheim launches hedge fund platform for RIAs
Guggenheim Investment Advisory today launched a hedge fund platform for independent registered investment advisers. “We’ve got a strong…
Self-directed IRAs complex, but they can be profitable
Marilyn Cotterman was fed up with her financial planner. He had invested her Roth IRA in stock mutual…
Private-equity set does tax tango
Private-equity managers are bracing for higher taxes in 2013 and in the final weeks of this year are…
Nontraded REITs: The bigger they are, the harder they fall?
Eight of the largest nontraded REITs have lost 37% of their equity value over the past seven years, according to an analysis conducted on behalf of InvestmentNews.
Why nontraded REITs are in Finra’s cross hairs
Finra's Susan Axelrod cites lack of 'reasonable diligence' by sellers of nontraded REITs
