The search for new sources of retirement income and exposure to investments that don't correlate with traditional asset classes has brought about new product innovations — many of them sparked by individual investors' wanting to invest like institutions
Retirees need some equities exposure, but they also must hedge their bets
More than three-quarters of retail advisers say they have put clients into nontraditional assets; 'huge opportunity'
Struggling B-D ordered to pay $578K over private-placement sale; brokerage down to $80K in net capital
As financial advisers' use of options becomes more routine, the unsurprising results of a survey showed that advisers managing the most assets are “significantly” more likely to use the derivatives than peers with smaller amounts
Survey finds that almost all advisers with sizeable AUMs now trade derivatives
Despite a rebounding economy, the humber of 'underwater' mortgages in the U.S. now stands at a whopping 28%. And real estate analysts say there's more where that came from.
Making the case for alternative investments in a long-term, properly allocated portfolio is easy
Alternative-investment strategies are emerging as a top priority across the asset management landscape — and are also quickly gaining traction with retail investors — according to the latest research from Cerulli Associates Inc.
The SEC will not bring an enforcement action against Amaranth Advisors following a three-year investigation, according to an Aug. 19 letter to Amaranth's attorney from Philip Koski, assistant regional director in the SEC's Boston office, which was obtained by P&I Daily.
Residential real estate prices dropped in January by the most in more than a year, raising the risk that U.S. home sales will keep slowing
Eighteen of 20 major metropolitan areas saw residential property prices decline over the last year; 'builders just can't make a profit'
Say discount brokerage buying company on the cheap; three separate lawsuits filed
Recognizing the critical role of real estate in clients' financial lives, advisers are finding different ways to incorporate real estate expertise into their practices.
Yablon sees fundamental recovery in property markets around the world
The disclosure and use of financial derivatives by financial firms is the biggest concern of the nation's leading financial analysts
With inflation looming, the rich are pouring money into commercial property; cheap prices
Real estate investment trusts finished 2010 with a gain of nearly 28%, matching the stellar returns of 2009 and nearly double the performance of the S&P 500 last year.
In the wake of some highly publicized private-placement offerings that went sour, the regulator's head of enforcement says the SRO aims to crack down on Reg D deals and non-traded REITs.
Hedgies' performance badly trails that of S&P 500 in January
