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The perils of investment crowdfunding
While investment crowdfunding is a trendy way to raise funds for companies, advisers should inform clients of the caveats
LendingClub is turning out to be anything but a ‘direct’ lender
In May of last year, Renaud Laplanche, the head of a fast-growing fintech company that had five months…
First rule of Fight Club: Don’t talk about Zero Hedge
Edgy finance blog goes from anonymity to over sharing in blink of an eye; and the adviser community weighs in on the public food fight.
Making a case for impact investing
Sometimes a movement, whether social, political, economic, or even investment-focused, proceeds at a measured pace for years before…
West Oak Capital takes another big bite of Charles Schwab’s stock
Breakfast with Benjamin West Oak Capital added another $1.3M of Charles Schwab stock, upping its total stake to more than 46,000 shares.
Post-DOL fiduciary rule, Wall Street gives the nod to low-cost fund companies
Broker-sold fund companies lag since new regulation released.
George Soros can’t stop hating on the Chinese economy
Plus: Amplify ETF zeroes in on online retail, calling out Gundlach's forecasts, and get ready to start tipping your Uber driver
Investors should look beyond REITs to gain real estate exposure: Jeffrey Kolitch
Jeffrey Kolitch, manager of the Baron Real Estate fund, says investors should look at cruise-line companies, cell-tower operators, casinos and companies involved in real estate infrastructure.
New broker-dealer hires Realty Capital wholesalers to push into REIT market
It is the second large group of wholesalers to migrate to another firm en masse from the defunct Realty Capital Securities, a unit of RCS Capital Corp.
Taking a cue from insiders on strategic-beta ETFs
It's no secret that strategic-beta exchange-traded products have become a pervasive part of the marketplace, rewarding investors with innovative tools to diversify and fine-tune portfolios in ways traditional market-capitalization-weighted indexes don't allow.
How to prepare clients for changes to their BDC and nontraded REIT investments
Advisers need to communicate that while upcoming account statements may look a bit different than before, the alternative investments in clients' portfolios remain fundamentally unaffected.
BlackRock, GMO forecast single-digit returns for U.S. stocks
High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet
Analyst sees gold hitting $3,000 an ounce over next three years
Breakfast with Benjamin Why one analyst predicts the precious metal will hit $3,000 an ounce over the next three years.
DOL fiduciary rule a big win for nontraded REITs
The agency's final reg will allow the asset class to be sold after all.
Small B-D’s clients overly concentrated in illiquid alts: Finra
In complaint, regulator says that almost 95% of VFG Securities' revenues were generated from nontraded REITs and other direct participation programs. B-D owner claims he is the victim of “character assassination."
Will Blackstone build or buy a nontraded REIT business?
The firm could create its own REIT sponsor and wholesaler or take a run at an established one like NorthStar Asset Management Group Inc.
Blackstone considering getting into nontraded REIT market
Source says firm eyes creating, managing nontraded REITs for brokers and advisers to sell.
Cantor Fitzgerald to hire nearly 30 RCS wholesalers
RCS was recently closed after paying Massachusetts $3 million to settle charges that it fraudulently rounded up proxy votes for real estate deals.
Hedge funder sues his lawyer from jail over a ‘rushed’ home sale
Plus: UBS swims against the current toward hedge funds, the dismal history of earnings forecasts, and how not to say goodbye in an email
Steven Cohen gets back to managing money
Breakfast with Benjamin The dust around SAC Capital has settled enough so that Steven Cohen has a new entry point into the asset management business.