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Nontraded REIT company Cole Capital on the mend
Sales at the once-tarnished company are up fourfold this year while sales in the overall industry are down.
DOJ’s suit against activist investor could affect entire mutual fund industry
Plus: Going after tax inversions goes after the middle class, the sun is setting on solar energy funds, and the baseball bat gets an upgrade
A DOL fiduciary rule everyone can live with
Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.
ValueLine joins other asset managers by embracing liquid alternatives
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
Low energy prices taking a toll on MLPs
The tax advantages might not be worth it.
New Finra pricing rules for illiquid investments shaking up IBD industry
Firms need to be proactive in conveying information to their advisers.
Bringing REIT commissions to light
It's one thing to charge an investor a high commission, but it's another to hide it and not be transparent about your charges.
SunEdison’s hard lesson for renewable-energy investors
Breakfast with Benjamin SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.
Finra: Broker charged $11M in commissions for nontraded REITs and BDCs and lied about it
Regulator said he failed to tell Native American tribe about fees.
The time for emerging markets is now — if you can stand it
Stocks are cheap, but clients should know what they are getting into.
Seeing renewable energy through rose-colored glasses
Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food
Liquid alt funds are beating hedge funds
Breakfast with Benjamin Liquid alts beating the hedge funds they're designed to mimic begs the question of why we even need hedge funds anymore?
Low expenses the biggest trend in the fund industry, experts say
Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses.
SEC derivatives rule could limit investors’ ability to diversify portfolios, critics say
The comment period for the rule, which was introduced in December, closed on Monday.
Transamerica teams with BlackRock to offer smart-beta ETFs in variable annuity portfolios
Offerings meant to help counter a trend toward passive index strategies.
Think your stock fund is risky? Try these ETFs
Exchange-traded funds have achieved a new feat, producing dozens of funds that are riskier than the most volatile individual stocks in the Standard and Poor's 500 stock index.
Time for advisers to brush up on ESG investing
Any financial adviser who has not been asked about socially responsible investing by a client likely will be…
Commodity, energy investment funds on a comeback
Long-suffering energy limited partnership funds, for example, have leaped 21.46% the past 30 days.
Socially responsible investing is coming of age
Investing strategies focused on environmental, social and corporate governance causes continue to gain momentum, even if they're not mainstream just yet. (Related: The top-performing socially conscious funds)
Smart beta continues to confound advisers
Ill-named strategy finds place between passive and active.
