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SEC advisory panel recommends new approach to accredited investor label
Group suggests gauging sophistication of individuals based on knowledge, or limiting the portion of a portfolio that can be invested in private placements.
Exclusive: New research service redefines ‘liquid alts’ for advisers
Money manager says new definition will help determine whether funds are delivering on their promises.
Biggest pension shunning hedge funds a green light for liquid alts
Fees and performance are encouraging institutional investors to choose the less-expensive, more-regulated liquid route.
Finra asks for delay in implementing rule affecting nontraded REIT customer statements
Changes would not take effect until 18 months after SEC signs off, three times longer than originally proposed.
Tiny long-short equity mutual fund delivers huge gains
The phones rang a lot more than usual this summer at Biondo Group LLC, the small Pennsylvania investment…
Housing recovery on horizon, but too late for many baby boomers starting retirement
Median price of existing home sale up more than 5% in September but sales down from a year ago.
Nontransparent ETFs a step backward
Less transparency for new products seems in conflict with the SEC's interest in increased disclosure of mutual fund holdings.
Frustrated Fed calls out consumers for saving too much
Breakfast with Benjamin: The Fed now says consumers are saving too much. Plus: SEC reforms add risk to money market funds; considering a worst-case-scenario for economic growth; what Eric Cantor brings to Wall Street; and another case for long-short equity investing.
Bill Gross disciple takes down the ‘Bond King’
This edition of Breakfast with Benjamin covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.
Wilshire adds five subcategories to its liquid-alts index
Aim is to create relevant benchmarks – and maybe a product.
Huge Marketfield Fund suffering outflows as performance wanes
Manager of the long-short fund calls asset decline 'natural organic redemption' but others see investor focus on return.
Don’t overlook the housing recovery
Breakfast with Benjamin: Remember housing stocks? You should. Plus: How Pimco stepped in it, academics take on high-frequency trading, the bad math behind climate-change regs, and men are better retirement savers than women.
Vanguard urges caution on liquid alts
The fund company says performance of liquid alts has not been living up to the hype.
Accredited-investor definition revamp backed by SEC panel
Agency's Investor Advisory Committee thinks current standard of income, wealth oversimplifies who should qualify to buy private offerings.
RCAP buying Cole Advisor for $700 million
Nicholas Schorsch's RCS Capital has agreed to buy Cole Capital, which he also controls. Plus: See our map of the REIT czar's empire
Nontraded REIT in big shareholder payout
With special dividend, KBS Real Estate Investment Trust II has paid shareholders $8.50.
Market risk is ignored by invincible investors
Breakfast with Benjamin: A real risk thanks to the bull market: investors' sense of invincibility, plus El-Erian dishes on Pimco, second-guessing Calpers, and more.
Untangling Nicholas Schorsch’s vast web of businesses
The REIT czar's empire is broken down in this "simple" visual covering all entities under his purview
Nontraded REITs stack up well compared with traded REITs
First-time study recognizes growth in industry and also levels criticism.
Should you follow Bill?
Friday's Breakfast with Benjamin features: Bill Gross is selling bonds. Should you? Plus: Finra might go inside to replace Fienberg; the markets' muted reaction to Obama; pump and dump; more money flows to hedge funds; and Cantor's way of commemorating 9/11.
