Results for "real estate investment trusts (REITs)"

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Regulators have an uphill battle to bring transparency to illiquid investments

February 7, 2014

Securities regulators and the alternative investment industry are working together to bring more transparency to illiquid investments, including nontraded real estate investment trusts — a positive for financial advisers and their clients....

Schorsch snaps up Cetera for $1.15B

January 16, 2014

In a head-turning move, newcomer to the independent broker-dealer industry Nicholas Schorsch is pulling off the largest independent-broker-dealer acquisition in years. His broker-dealer holding company, RCS Capital Corp., announced Thursday...

The Takeaway: The trouble with low-volatility funds

August 20, 2013

Portfolio A Field Guide to Stock Market Corrections.  (The Reformed Broker) Larry Swedroe on the trouble with low-volatility ETFs.  (CBS MoneyWatch) The technicals suggest patience.  (ChartsEtc) Using REITs as an inflation hedge, with Prudential's...

Schwab reverses course on alternatives

April 25, 2010

The Charles Schwab Corp. has reversed course and will allow advisers to hold in custody additional alternative investments. The move helps stem something of a revolt among the firm's registered investment adviser clients, which erupted in February...

Pimco minus Bill Gross equals outflows

September 9, 2015

Pimco finds itself in choppy waters without Bill Gross at the helm. Investors continue to hit the bricks Portfolio safety is a relative concept. If some diversification is good, would more diversification be better? The mortgage market is losing...

Don't overlook the housing recovery

September 25, 2014

Don't underestimate the housing recovery. Fund managers are loading up on select stocks. AWI, KBH, STWD Untangling Pimco's bond valuation mess. Sorry, folks, optimism is not an SEC-approved metric for pricing securities. It is boringly illegal...

The next REIT privatization wave is underway

September 8, 2015

The swelling gap between public and private valuations is making REITs a sweet target. A treasure trove of properties Taking a swipe at liquid alternative investments is always fair. But blaming the current market environment on the category...

A portfolio strategy that goes all in for alts to dial down market risk

May 20, 2015

For a lot of financial advisers, a 5% or 10% allocation to alternative investments is still viewed either as pushing the limits or as checking off the box for having some exposure to alternatives. But what about a 45% allocation that represents...

Market risk is ignored by invincible investors

September 23, 2014

The downside of a Fed-fueled bull market is that everyone feels like an investment genius. The real risk in this market is that investors are starting to believe their portfolios are invincible. Confusing brilliance with a bull market Mohamed...

Prudential Investments joins the fee-cut bandwagon

October 18, 2016

Prudential Investments has become the latest asset manager to jump on the lower-fees bandwagon, which is gaining momentum stemming from the release of the Department of Labor's new fiduciary rule last spring. Prudential announced fee cuts for...

Adviser gets sacked after ripping off her NFL linebacker client

December 18, 2013

A financial adviser who ripped off her lone client, an NFL linebacker, gets sacked with six months in prison and a $2.2 million penalty. "Sophisticated criminal fraudster" Meanwhile, in Cincinnati, a fake hedge fund manager pleads guilty to...

REIT investors brace for a December rate hike

October 13, 2016

A solid run for the real estate category this year, boosted by it becoming an eleventh sector of the S&P 500 Index, has lost some steam recently amid fresh concerns of a December interest rate hike. While most market watchers say such short-term...

Investors pile in as REITs move closer to S&P 500 sector status

September 15, 2016

The establishment of real estate as an eleventh sector of the S&P 500 Index is morphing into a near-term investment strategy, according to some market watchers. The real estate play, ahead of REITs' elevation to sector status on Friday, is seen...

REIT ETFs trouncing stocks thanks to low interest rates and flight to passive investing

July 21, 2016

Record-low interest rates, combined with growing turmoil across the global financial markets, has played right into the hands of exchange-traded funds that invest in REITs. Real estate investment trust ETFs picked up $4.9 billion year-to-date...

A weak outlook for earnings doesn't bode well for stocks

October 5, 2015

The stock market hunkers down for a rough earnings season. The market's worst quarter in four years shows no sign of reversing course. Corporate earnings are expected to decline 4.1% What to really expect from a 60/40 allocation to stocks and...

MLPs yield headaches for advisers who bought them for income

July 22, 2015

Energy-infrastructure partnerships, which had been a successful approach for advisers to deliver rich yields to income-starved clients with fewer tax consequences, have decidedly fallen into what some call a bear market. Despite yields often...

BlackRock warns of stock-bond correlation, suggests illiquid real estate

July 13, 2015

BlackRock Inc.'s top investment strategist warned Monday of the prospect of stocks and bonds moving in tandem, an added risk in volatile markets, and suggested investors should devote more of their portfolios to illiquid investments. “If the...

Fidelity, Pershing, Schwab join suspension of Schorsch REITs

November 12, 2014

After an accounting scandal rocked one of Nicholas Schorsch's companies, broker-dealers began suspending trades of nontraded real estate investment trusts packaged and managed by companies he controlled. Now, three giants in the clearing and...

The housing market steps up to provide a needed economic boost

April 30, 2015

Home sales are springing into action right on schedule. Solid housing stands in contrast to the dismal first quarter GDP numbers Fed hems and haws its way to suggesting that a rate hike is still somehow on track for some point this year. But...

The regulatory hits keep coming for LPL Financial

October 17, 2014

InvestmentNews readers jumped on the latest issues that thrust LPL Financial into the headlines this week. New developments in the robo-adviser space also had our readers buzzing, including the robo response to the market downturn. Social Security...

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