New measures aim to combat challenge of assessing performance; investible products may not be far behind.
A new report chronicles the growth of alternative investments from retail to institutional investors. The upshot for advisers: Alternatives have reached the mainstream and are here to stay.
After getting broker-dealers like LPL Financial to sign selling agreements, asset manager Cole Capital expects to raise $3.1 billion this year for American Realty Capital Properties.
Real estate investors should be thinking about moving to actively managed assets.
It could be a long summer for the fastest-growing segment of the mutual fund business as regulators zero in on both the marketing of the funds and the investment strategies they employ.
New entity likely to benefit, though the firm's acquisition could leave MLP investors with an unexpected tax consequence.
On today's <i>Breakfast with Benjamin</i> menu: Obama's attempt to embrace and shun markets. Plus: Volatility awakens nervous investors; crowdfunding and crowd funding; building your own hedge fund made easy; and bacon prices soar because we Americans just love that greasy stuff.
<i>Breakfast with Benjamin:</i> Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.
<i>Breakfast with Benjamin:</i> Argentina defaults. Plus: Fund managers deal with Argentina bond exposure; the Fed's-eye view of unemployment; fallout from Russian sanctions; San Bernardino goes to pot; and a cannabis stock rally adds a new twist to buying high.
A clearer picture of value can improve the space for investors.
American Spectrum Advisors, the adviser to the American Spectrum REIT I Inc., this month offered to buy 1.6 million shares of the moribund REIT for $1.25 per share. The shares were originally sold for $10 per share.
Change was planned; analyst says new CEO Kay will improve company's transparency.
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.
