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Billionaire Paul Tudor Jones makes a costly big short on the market
Plus: Public pensions will need lots of taxpayer help, this fund keeps beating the S&P, and the dire state of the golf course business
Precious metals funds ride gold trade to 120% rally
Gold mining stocks continue to leverage rising gold prices.
Active ETFs produce few stars and even fewer fans
Mutual fund firms move defensively toward active ETFs.
DOL fiduciary rule’s unintended consequence: higher fees for investors
As broker-dealers move toward uniform commissions to comply with Labor Department rule, investors could end up paying higher prices than in an unregulated environment. (More: The DOL rule from all angles)
A case for cash when stock prices are off the charts
Plus: The end of hedge fund fees, a mutual fund for the marijuana industry, and the economics of not getting married.
Nuveen Investments expands access to alternatives for financial advisers’ wealthy clients
Leaning on technology to streamline the process.
Advisory group recommends SEC expand pool of accredited investors
Agency's Advisory Committee on Small and Emerging Companies wants people with a Series 7, 65 or 82, or a CFA, to be eligible to buy unregistered securities.
Liquid alt imposters fall to the wayside
Investors continue to ignore market hedging strategies.
Dividend cuts possible at AR Global REITs, analysts say
The REITs are paying distributions to shareholders that exceed cash flow, in some cases by a wide margin.
Massachusetts regulator William Galvin fines seven firms $238,000 for role in Realty Capital proxy fraud
Massachusetts securities regulator says agents for six B-Ds and an RIA submitted unauthorized proxy votes for nontraded REITs controlled by a Nicholas Schorsch firm.
Schorsch’s AR Global looking to consolidate $10.5 billion of REITs
Move would generate fees and income from 20-year management agreements.
Troubled Texas REIT defaults on $35 million loan
UDF IV also has suspended distributions to shareholders.
Will Franklin Square start a nontraded product price war with its cheaper BDC?
Forget 10%, the firm's new business development company has a hard cap on fees and commissions at 8.95% of gross offering proceeds.
New York REIT to liquidate
The real estate investment trust will seek to sell its assets and return the proceeds to shareholders, pay off its debt and delist from the New York Stock Exchange.
Rob Arnott says cheesy copy cats are hurting smart beta investing
Plus: Gold is investing in monetary chaos, corporate bonds fly off the shelves, and more fuzzy employment math
REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing
Real estate-focused exchange traded funds attracted $1.5 billion in new money in June, followed by $1.3 billion the month before, according to FactSet.
Report says REIT changes proposed by AR Global would remove investor protections
Robert A. Stanger & Co. critical of proxies firm has sent out in preparation for possible consolidations.
Former AR Global REIT director cries foul over potential merger
Robert Froehlich says fact that both acquiring REIT and REIT being acquired have same CFO is a 'manifest conflict of interest.'
Decades after being barred, 85-year-old investment fraudster strikes again
Breakfast with Benjamin Forty-five years after being barred from the investment industry by the SEC, Donald Conrad was still able to rip off investors.
ETF liquidity a growing point of financial industry contention
Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.
