The "income, diversify and interest rate" pitch was never the main draw for brokers.
IMS was the wholesaler in charge of selling United Development Funding IV, which is under investigation by the FBI.
Growth in the environmental, social and governance niche is tremendous. New research illuminates the causes and why advisers should care.
United Development Funding alleges Mr. Bass made false claims that damaged its business
Even funds that appear to target the same factor can look and perform quite differently.
Markets, fee pressure and data analysis create a perfect storm.
The illiquid product's three-year decline is partially due to new regulations and poor performance.
The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.
DoubleLine Capital executive says he's 'appalled' by the continuation of carried-interest break.
Vereit, formerly American Realty Capital Properties Inc., is selling Cole Capital as it exits the nontraded REIT business.
Bipartisan lawmakers seek to expand the pool of people who qualify to invest in private securities offerings, boost the lending capability of BDCs and ease regulations on closed-end funds.
Former wholesaler and registered rep worked for now-defunct Realty Capital Securities.
The hedge fund paid a more than $1 million settlement to a woman who had a relationship with the top exec, according to Wall Street Journal report.
The ex-CEO's firm, Matrix Private Capital Group, is opening offices in Los Angeles and Palm Beach, Fla.
Some are useful to a subset of investors with a long-term horizon; not to everyone.
At a time when most commodities funds are sucking wind, lumber prices have soared
The private equity firm will buy out existing institutional investors and invest an additional $100 million in the RIA.
Families, once seen as slow and inexperienced investors, have changed in the past few years.
Some executives warn private capital could be disruptive for advisers, others welcome them as valuable partners
