New rules proposed by Finra will make fees more transparent, but could result in lower upfront commissions for brokers, Bruce Kelly reports.
Phillips Edison-ARC Shopping Center REIT Inc. has hired advisers to evaluate alternatives.
BMO Harris and PNC are lending additional funds as the firm looks to expand new platforms.
On today's <i>Breakfast with Benjamin</i> menu: Gearing up for Fed news. Plus: Putin's next move could be painful; Argentina teeters on the brink of default; another naysayer calls for a correction; the long view on a higher minimum wage; and a portfolio rebalance refresher.
<i>Breakfast with Benjamin:</i> Looking past all the geopolitical risk. Plus: U.S. investors finally start diversifying overseas, what's not to like about a marijuana ETF, how the Millennial generation slept through the bull market run, and a tribute to a fund industry critic.
Demand overshoots supply, supporting higher occupancy and rents.
Understanding the investment strategy employed in the funds — long/short, managed futures, global macro, etc. — and checking the fund and fund manager's tenure is key.
<i>Breakfast with Benjamin:</i> Advisers go liquid to navigate Yellen Fed policy. Plus: Global stocks are loving the Fed's latest non-move, energy stocks ride high on the unrest in Iraq, an IRS excuse that the IRS would never accept from you, and political correctness has the Washington Redskins surrounded.
New deals are being announced, while others are being completed.
<i>Breakfast with Benjamin:</i> What bond investors can learn from Lebron James. Plus: Gold: It all depends on the Fed; commodities as a geopolitical hedge; investing in women; and golf stocks come up short.
Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation
Morningstar survey shows a quarter of advisers look to standard index benchmarks to evaluate 'liquid alts.'
Executive branch wants to spur more impact investing by encouraging collaboration between government and private investors and improving regulations.
A panel of experts weighs in on how much clients should ideally have invested in noncorrelated assets.
Says adviser is lowballing American Spectrum.
Performance history indicates that all the attention around IPOs means regular investors need to exercise extra caution.
The broker-dealer saw its shares dip again on Thursday after it lowered the price of its secondary offering. That follows a 37% decline in the company's share price in the past month. Investors, however, could stand to benefit. Bruce Kelly has the story.
Between <a href="http://www.investmentnews.com/article/20140529/FREE/140529913">RCAP's stock offering</a> and real estate firm's executive comp plan, Nicholas Schorsch and his team could enjoy a multimillion-dollar payday.
