The recovery of the stock market in the last two years has been driven by investors willing to take on risk again
Investors who held a traditional portfolio comprising primarily stock- and bond-based mutual funds took a terrible beating during the 2008 market rout
Finra is continuing to shake up the way broker-dealers show the value of illiquid investments such as nontraded real estate investment trusts and private placements on clients' account statements
Real estate investment vehicles rolling on with nearly 3% gain in latest quarter; up almost 33% in the past year
Commercial-mortgage-backed securities, one of the biggest sources of real estate debt in the last cycle, are back
David Lerner Associates Inc. has been sued by investors who claim that it acted negligently in the sale and underwriting of more than $6.8 billion in shares of the Apple Real Estate Investment Trusts
Financial advisers around the United States are taking advantage of the depressed corporate-real-estate market to move into bigger or more impressive office space that they couldn't have afforded before prices dipped.
Investors who want to redeem their shares in the Apple family of non-traded REITs marketed by David Lerner Associates Inc., which has become the target of a regulatory action, may be out of luck
AQR Capital Management LLC is tapping into the growing appetite for alternative investments by launching a mutual fund that employs nine different hedge fund strategies.
Rise of middle class giving rise to property boom, says Cohen & Steers portfolio manager; Brazil tops the list
Independent broker-dealers and their representatives are contending with the potentially thorny issue of re-pricing shares of nontraded REITs — illiquid, long-term investments in commercial real estate
Rather than get stuck with paltry returns on money-market funds, some investors are putting their cash to better use: they're shifting into 15-year mortgages, saving big bucks in the process.
During his years as an investment manager at such big firms as Smith Barney Inc. and Lehman Brothers Holdings Inc., Bruce Berkowitz learned firsthand the dangers of going along with the crowd. “You would have an investment meeting with 12 to 20 people around the table, and an idea would be discussed, and everyone would feel the need to add their input,” he said.
SEC chairman Mary Schapiro told House lawmakers that the agency's system for leasing space had “significant flaws,” and that the federal General Services Administration will likely take over that role
<a href=http://www.investmentnews.com/apps/pbcs.dll/section?category=datajoe&djoPage=summary&issuedate=20100423&sid=BD0426&djoProjId=10994&djoRecordId=290006>QA3 Financial Corp.</a>, an independent broker-dealer that was a leading seller of high-risk private placements over the last decade, in a recent lawsuit said its insurance carrier was pushing it into bankruptcy by failing to back up its coverage.
Once-highflying 130/30 strategies might be down, but they aren't out, money managers contend.
Despite assurances to the contrary, a segment of hedge funds still has up to $100 billion locked up and won't allow redemptions
Yet another small brokerage firm that sold illiquid alternative investments closed its doors last week
