Agency's Investor Advisory Committee thinks current standard of income, wealth oversimplifies who should qualify to buy private offerings.
Nicholas Schorsch's RCS Capital has agreed to buy Cole Capital, which he also controls. <i>Plus: <a href="//www.investmentnews.com/article/20140917/INFOGRAPHIC/140919935"" target=""_blank"" rel="noopener noreferrer">See our map of the REIT czar's empire</a></i>
With special dividend, KBS Real Estate Investment Trust II has paid shareholders $8.50.
Sudden stock decline gives money managers confidence to buy. Should advisers follow their lead?
<i>Breakfast with Benjamin</i>: A real risk thanks to the bull market: investors' sense of invincibility, plus El-Erian dishes on Pimco, second-guessing Calpers, and more.
The REIT czar's empire is broken down in this "simple" visual covering all entities under his purview
Mispricing of risk in the bond market is alive and well, and investors must beware of duration risk above all.
First-time study recognizes growth in industry and also levels criticism.
Friday's <i>Breakfast with Benjamin</i> 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.
Today's <i>Breakfast with Benjamin</i>: 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.
Calpers decision raises questions about high hedge fund fees, even as those funds are evolving
Nearly half of families spend more than $5,000 per year in caregiving expenses.
Fat commissions could be trimmed if states approve regulations affecting the sale of nontraded real estate investment trusts.
Major index provider armors up for adviser interest in 'ETF alchemy.'
Now executive chairman of European ETF firm, he calls the industry “rather stale”
Monday's <i>Breakfast with Benjamin</i> Distinguishing financial planner from investment adviser. Plus: Gold looks tarnished, the Russell 2000 heads into 'death cross' territory, buying stocks in a buyback cycle, bank stocks in a rising-rate market, and another tax penalty, courtesy of Obamacare
If major institutions cannot justify hedge fund investing, where should advisers turn for alternative asset exposure?
<i>Breakfast with Benjamin</i>: Equity markets are poised for day two of a rally thanks to the Fed's lack of news, plus gold takes a hit, and how independence could affect Scottish stocks.
New study focuses on the need to integrate health care and retirement planning.
