Talking clients through the complexities of alternative investments requires simplicity and a focus on function.
One problem: Indexes used by most investors have big concentrations in countries that are not emerging anymore.
Catch up on this week's must-read stories for advisers, including the latest post-Gross Pimco developments, a robo-adviser launched by two financial media titans, and more.
Fallout from ARCP accounting debacle continues as two more broker-dealers, including the largest in the U.S., have suspended the sale of REITs sponsored by companies controlled by Nicholas Schorsch.
Latest blow to REIT czar after $23 million accounting scandal at ARCP uncovered.
Broker-dealer moves after National Planning Holdings <a href="//www.investmentnews.com/article/20141030/FREE/141039985/national-planning-holdings-puts-kibosh-on-arc-nontraded-reit-sales"" target=""_blank"" rel="noopener noreferrer">puts kibosh on ARC nontraded REIT sales</a> in wake of $23 million <a href="//www.investmentnews.com/article/20141029/FREE/141029902/schorschs-empire-jolted-by-23m-accounting-mishap"" target=""_blank"" rel="noopener noreferrer">accounting mishap</a> at Nick Schorsch's ARCP.
Some strategists suggest taking profits but being ready to get back into the market for year-end rally.
Monday's <i>Breakfast with Benjamin</i> menu: How will the market handle 3Q earnings? Plus: Bracing for an oil-price war, trouble beneath the surface of lower gas prices, a rare hawkish nod from the Fed, and advisers get high marks from clients.
Friday's <i>Breakfast with Benjamin</i> menu: The market's jolt puts liquid alt strategies in the spotlight. Plus: Minding the next threshold for stocks, reminding clients to buy on the dip, Fed missed the mark on inflation, and don't forget to worry about China.
Periodic market setbacks are inevitable, but the long-term case for equities remains sound
In the wake of spinning off its hotel portfolio, nontraded REIT cuts estimated share value by 42.4%; new estimated value is $4 per share.
Fund managers looking for signs of stability at both Pimco and Janus following dramatic move.
Here's a hint: They're short-term bond funds that can provide safe places to park money, and provide a little yield and return in place of holding cash
Pullback from September not throwing off strong signals for steep downside or big rally.
More in line with the business of advisers who charge fees rather than brokers who receive a commission.
Group suggests gauging sophistication of individuals based on knowledge, or limiting the portion of a portfolio that can be invested in private placements.
For <i>Breakfast with Benjamin</i> today: Stock climb to continue. Plus: Loving and hating the strong dollar, China sets up for a currency fight, more spooky details in the JPMorgan hack attack, Pimco's slippery marketing gambit, short-sellers bet on the rally, and drones shape up as niche investment strategy.
“Monolithic” central bankers still see slack in the labor market and no signs of inflation.
Unconstrained bond funds, one of which Bill Gross will be managing at Janus, are the big magnets
Money manager says new definition will help determine whether funds are delivering on their promises.
