High valuations, low interest rates spell lower annual returns of 5% or less; timber seen as best bet
<i>Breakfast with Benjamin</i> Why one analyst predicts the precious metal will hit $3,000 an ounce over the next three years.
The agency's final reg will allow the asset class to be sold after all.
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."
The firm could create its own REIT sponsor and wholesaler or take a run at an established one like NorthStar Asset Management Group Inc.
Source says firm eyes creating, managing nontraded REITs for brokers and advisers to sell.
RCS was recently closed after paying Massachusetts $3 million to settle charges that it fraudulently rounded up proxy votes for real estate deals.
Plus: UBS swims against the current toward hedge funds, the dismal history of earnings forecasts, and how not to say goodbye in an email
<i>Breakfast with Benjamin</i> The dust around SAC Capital has settled enough so that Steven Cohen has a new entry point into the asset management business.
Sales at the once-tarnished company are up fourfold this year while sales in the overall industry are down.
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
Final version includes a number of changes that address the most serious concerns of those who most vehemently criticized it.
Fund wants to diversify product line and strike while the iron is hot with proposed acquisition of the Alpha Defensive Alternatives Fund
The tax advantages might not be worth it.
Firms need to be proactive in conveying information to their advisers.
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.
<i>Breakfast with Benjamin</i> SunEdison's collapse shows that advisers should understand the steep side of the mountain renewable energy is trying to climb.
Regulator said he failed to tell Native American tribe about fees.
Stocks are cheap, but clients should know what they are getting into.
Plus: Goldman takes a swipe at gold, fixing corporate inversions, and what baseball season does for food
