Massive increase in assets since 2008; more complicated offerings cow some
Lousy investment performance apparently drove four clients of a financial adviser in Speyer, Germany, to kidnap the adviser and torture him for four days last week, according to published reports.
Sales flourishing; meanwhile funds with upfront charges seeing mass exodus
A new study shows that most post-IPO/merger nontraded REITs over the past two decades have badly lagged industry benchmarks. The reason? Hefty fees.
Jefferson National Life Insurance Co. has bolstered its roster of alternative-investment offerings
Returns on Colorado bonds up 5.1% in 2012; economic turnaround the key
David Lerner has continued to improperly pitch nontraded REITs, according to an amended complaint filed last month by the self-regulator.
After a year in which securities regulators cracked down on nontraded real estate investment trusts, REIT sponsors and the broker-dealers who sell them are focusing on compliance and whether sales of the products to investors are suitable.
Professional portfolio managers will oversee fund developed by scion of undersea star
Orlando says equities still greatly undervalued: stocks 'the only game in town'
Study shows institutional investors have moved beyond thinking 'active or passive' when using ETFs; a learning moment?
Collateral damage from $2B hit could extend to self-regulation, hurt SRO bill
Remarkable growth in product offerings; 20% allocation coming, predicts research firm
