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Commonwealth, LPL could see fallout from Reg D deal they sold
ALTERNATIVES SEP 01, 2011
Commonwealth, LPL could see fallout from Reg D deal they sold

After avoiding the pitfalls of disastrous Regulation D deals during the past decade, Commonwealth Financial Network and LPL Financial LLC are contending with potential fallout from a real estate private placement that faces pressure from its creditors.

Plans to tax munis won't fly, says BNY Mellon
RIAS SEP 01, 2011
Plans to tax munis won't fly, says BNY Mellon

Despite need to raise federal tax revenues, bank believes lawmakers will spare municipal debt

Share value of popular Wells REIT sinks
ALTERNATIVES AUG 31, 2011
Share value of popular Wells REIT sinks

Wells II securities issued at $10 apiece, now worth an estimated $7.47; pricing of nontraded real estate trusts under the microscope

Lerner resorted to tricks to plump up Apple distributions: Suit
ALTERNATIVES AUG 31, 2011
Lerner resorted to tricks to plump up Apple distributions: Suit

In the latest twist in the ongoing saga of Apple REITs sold by David Lerner Associates, plaintiffs claim the B-D used a line of credit and other sources to boost dividend payments beyond what was prudent. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20110826&amp;Category=FREE&amp;ArtNo=826009999&amp;Ref=PH>Home prices still plunging in these states</a>

Time for clients to refi? Mortgage rates hit lowest on record
RETIREMENT PLANNING AUG 31, 2011
Time for clients to refi? Mortgage rates hit lowest on record

Rate on average 30-year fixed loan falls to 4.12%; 'homebuyers are not responding'

ALTERNATIVES AUG 31, 2011
Alternative investments: What advisers are using now

Advisers are steering clients into alternative investment strategies at a record clip. Why the sudden boom in alternatives? And where is the money heading? <i>InvestmentNews</i> offers exclusive insights.

Treasuries monumentally overpriced, Fed model shows
FIXED INCOME AUG 30, 2011
Treasuries monumentally overpriced, Fed model shows

Term premium for ten-year notes off the charts; 'usual rules of valuation are just not applying'

Wealthy turn to auctions as mansions go unsold for years
RETIREMENT PLANNING AUG 30, 2011
Wealthy turn to auctions as mansions go unsold for years

Owners seek a quick sale -- and pray a bidding war breaks out; $65M house, $22M minimum bid

Bottom's up? Stock pessimism reaches high not seen since 2007
EQUITIES AUG 26, 2011
Bottom's up? Stock pessimism reaches high not seen since 2007

Pessimism about U.S. stocks among 120 investment newsletter writers increased the most since July 2007, a bullish signal to analysts who track investor sentiment as a contrarian indicator of share performance.

Blackstone's Wien talks up stocks
EQUITIES AUG 26, 2011
Blackstone's Wien talks up stocks

Is it time to move back into equities? Insiders are buying for the first time since March 2009, said Blackstone Group's Byron Wien, who predicted on Jan. 3 that 10-year Treasury yields and economic growth will approach 5% this year--usually a good sign.

EMERGING MARKETS AUG 26, 2011
Emerging idea: A new twist on managing volatility overseas

A new exchange-traded fund from Emerging Global Advisors is putting the emerging back into emerging-markets exposure, and it shows.

Most successful ETF launched this year? Big surprise
ETFS AUG 24, 2011
Most successful ETF launched this year? Big surprise

The large inflows into WisdomTree's Asia local-debt fund speaks volumes about investor enthusiasm for U.S. stocks and Treasuries

ALTERNATIVES AUG 23, 2011
Oil and gas investments fuel economy - and client returns

Adviser Jim Ehrenkrook believes that investing in oil and gas is crucial to clients' portfolio performance

ALTERNATIVES AUG 21, 2011
Experts: Commercial real estate market at too high a gear

After driving into a ditch during the worldwide economic meltdown, commercial real estate has taken to the comeback trail way too quickly and could end up crashing again, real estate veterans warn

ALTERNATIVES AUG 21, 2011
Investors using ETPs more for risk management

Stomach-turning global volatility has bolstered demand for certain alternative exchange-traded products used by institutions to hedge their portfolios or make directional bets quickly in order to profit from market instability

ALTERNATIVES AUG 21, 2011
TD: Not all going swimmingly at Thinkorswim

TD Ameritrade Holding Corp. said last week that some of its clients experienced issues with electronic trades after the company integrated its Thinkorswim options broker the previous weekend

High-priced spreads reveal credit ratings losing relevance
FIXED INCOME AUG 18, 2011
High-priced spreads reveal credit ratings losing relevance

AAA corporate issuers forced to pay higher rates than downgraded U.S. government; Treasuries still 'risk-free benchmark'

ALTERNATIVES AUG 17, 2011
TD Ameritrade pushes options trading to custodial clients

TD Ameritrade Inc. wants financial advisers who hold assets in custody at the firm to do more options trading, using its thinkorswim options-trading platform

ALTERNATIVES AUG 17, 2011
Options broker ready for an offer

With growth slowing and the industry consolidating around him, optionsXpress Holdings Inc. chief executive David Fisher is ready to sell

EQUITIES AUG 16, 2011
What Buffett's rare buyback says about large-caps

Warren E. Buffett's determination that Berkshire Hathaway Inc. (BRK/A) shares are cheap enough to buy back may mean that the S&amp;P 500 also is a bargain.