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 inflow was the most since January 2013, thanks to the market's extreme volatility during 2016's start.
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.
The money management behemoth can improve the smart beta landscape in three important ways.
Plus: UBS swims against the current toward hedge funds, the dismal history of earnings forecasts, and how not to say goodbye in an email
Bats Global deal seen as 'ice-breaker.'
In-kind redemptions rare but legal.
Measure would square the safe harbor already provided to mutual funds.
Trade-offs between ETFs that fit your clients' needs, and ones that can compromise their needs could be the difference between success or failure.
<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.
Best place to hide if rates go negative is government bonds.
New fund will leverage expertise, diversify product lineup.
The risk-on strategy when the market goes risk-off.
The mutual fund industry offers about 8,000 mutual funds, spread among about 24,000 share classes, but some fund companies offer many, many more share classes. Experts say it may be a marketing tool for fund firms.
<i>Breakfast with Benjamin</i> According to Meb Faber, within four years, ETFs will have more assets than mutual funds. But before that, they have to navigate their way onto retirement plan menus.
