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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.
What Scotland’s ‘no’ vote means for markets
Today's Breakfast with Benjamin: What Scotland's 'no' vote might mean for the markets, Alibaba's IPO prices in record territory, the 'dumb money' is getting smarter, and gold continues to slide.
Liquid alts are a threat to hedge funds as we’ve known them
Calpers decision raises questions about high hedge fund fees, even as those funds are evolving
Are changes ahead in the way nontraded REITs are sold?
Fat commissions could be trimmed if states approve regulations affecting the sale of nontraded real estate investment trusts.
Is Calpers’ move away from hedge funds a bellwether for advisers?
If major institutions cannot justify hedge fund investing, where should advisers turn for alternative asset exposure?
Finra ‘unfairly criticized’ on REIT pricing rule change
Mark Goldberg of IPA praises regulator's action to extend clarity to investor statements.
Schorsch’s RCS buys majority stake in Docupace Technologies
Company provides SEC- and Finra-compliant paperless processing systems to financial services firms.
Bill Gross rides derivatives around Fed policy
Breakfast with Benjamin: The Bond King levers up. Plus: There is nothing smooth about the Fed's next move, the first nail in hedge funds' coffin and more.
A user’s guide to this week’s "Fedspeak"
On this morning's Breakfast with Benjamin menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.
Markets wait on the Fed’s next move
Breakfast with Benjamin: Investors are waiting for Janet Yellen and the Fed to pull the trigger on rates. Plus: Buying Alibaba via ETFs; S&P and Nasdaq stocks start to separate; hedge funds ride the wave; and annuity product sales hitting double digits.
Integration of Schorsch BD empire gets underway
By year end, RCAP expects to consolidate business groups across 9 B-Ds.
Calpers boosts property investments as hedge funds shrink
Pension fund began restructuring real estate portfolio in 2010; has 11% target allocation for FY16.
Why managed futures aren’t getting the job done
Most advisers got involved in managed futures after stocks' poor performance in 2008 but walked right into another poor market environment, this time for managed futures themselves.
Nontraded REIT guidelines too late for some clients
State securities regulators are making noise about implementing changes to policies that would limit how much a client's net worth could be invested in nontraded real estate investment trusts. Those limits would have helped clients in the case of a Louisiana broker who now has a Finra complaint.
Are you prepared to make an exit from the stock market?
If the Federal Reserve pursues an “exit” from its ultra-low interest rate policy, are you be prepared for…
Advisers take stock as ETF portfolio manager F-Squared faces legal action
Wary advisers are taking a closer look at F-Squared Investments, the largest manager of exchange-traded-fund portfolios, which is under investigation for misrepresenting past returns.
How alternatives are changing the landscape of investing
A correlation between the alternative rock of the '80s and '90s and alternative mutual funds.
Feuding partners jeopardize real estate firm’s future
The owners of Gemini Real Estate Advisors have dueling claims against each other.
Foot-dragging on rules harms investors
Regulators are notorious for dragging their feet, and investors suffer when new rules take too long to be finalized.
