Regulator wants clarity about Inland American's share value in recent buyback
The independent broker-dealer industry fattened up last year on the sale of nontraded real estate investment trusts. The question hanging over IBDs now is whether advisers are prudently reallocating the money of clients who are invested in nontraded REITs, particularly as the trusts continue to perform well and return capital to investors through listings or mergers.
Divergent tone of the two famously cost-conscious investment firms illustrate the contentious nature of the technical and political debate over high-frequency trading.
For <i>Breakfast with Benjamin</i> today: Regis as a hedgie? Plus: No recession in sight; keeping it loose in Europe; debating monkey business; a Pimco PM hangs it up for a food truck and complaining about gas prices.
Products include nontraded REITs, oil and gas partnerships, BDCs, hedge funds and managed futures.
Arbitration awards have been flat for two years but two big ones looming on the horizon show brokers still grappling with real estate bubble fallout.
Friday's <i>Breakfast with Benjamin</i> menu: A big jobs report, commemorating D-Day. Plus: The SEC tackles HFT, Bill Gross and cell phones, BofA's big fine and ranking the horses.
On today's <i>Breakfast with Benjamin</i> menu: The next four days are going to be big for the markets. Plus: One way to hedge against a correction; bad news keeps coming for Bill Gross; don't wait to collect Social Security; Nick Schorsch's shareholders speak; and digital luggage tags.
Union says shareholders will end up footing the bill for $45 million in transaction fees from merger with Kite Realty.
Money manager relies on individuals saving for retirement, rising stock prices to offset institutional withdrawals.
Investors will need to see continued improvement in economic data to be encouraged to extend their investment horizons and assume greater risk exposure, Nuveen's chief equity strategist Robert C. Doll says.
American Realty Capital Centers will concentrate on multitenant shopping centers.
Annuities, individual municipal bonds and equities in the pharmaceutical sector hold good prospects for clients seeking retirement income.
Uncertainty in the market is creating anxiety but investors who are contemplating changing investment strategies to combat potential interest rate volatility should seriously reconsider.
A reader disagrees with bond laddering as a safe strategy and another warns of too much 'sizzle' with strategic beta.
Today's menu: Risk is on! Plus: Nasdaq 100 nears 13-year high, Yellen sees housing trouble but can only watch, treating homeownership like a real investment, where money managers are made, and Congress proves to be the sweetest gig of all.
Nicholas Schorsch, chief executive of American Realty Capital, this month plans to list shares of two more of the company's nontraded real estate investment trusts, saying the market is 'primed' for real estate offerings.
The financial advice business has changed fundamentally, but money managers who depend on advisers for nearly a third of their revenue are stuck in the past.
The financial services industry has a number of two-word combos that could use some scrutiny, like "liquid alternative." Here are some things to think about when considering how to use a liquid alts fund for income.
RCS Capital continues to expand its reach into financial services, hiring Todd Snyder and John Kearney, widely considered the top due-diligence analysts for alternative investments and nontraded REITs.
