Standouts from Vanguard, Pimco and American Funds top the list. Did your favorite make the cut?
Firms would be wise to embrace a fuller mix of services to satisfy today's investors and differentiate themselves.
President of BDCA, company at center of Galvin complaint, is removed; others step down
Lack of data has been a flashpoint for a national debate over the amount of fees paid to private equity managers, given the risks and illiquidity.
Before making a decision, advisers must evaluate what a client wants from alternatives, as well as their capacity for risk and liquidity.
In a major reversal, the powerhouse nontraded REIT sponsor built by Nicholas Schorsch is exiting the business of creating and selling new alternative investment products and will stop taking new investor money for existing programs.
<i>Breakfast with Benjamin:</i> S&P Rating Services has released its global financial services literacy test, which uses four questions to test understanding of interest compounding, inflation, and risk diversification. How would you do?
The SEC is scheduled to vote on a piece of the 2012 JOBS Act that will give retail investors access to private equity investing through crowdfunding platforms. That means challenges and opportunities lie ahead for advisers.
<i>Breakfast with Benjamin</i>: Nation's largest public pension fund trims its real estate holdings with a $3B sale.
Firms pull the plug after Massachusetts <a href="//www.investmentnews.com/article/20151112/FREE/151119971/massachusetts-galvin-charges-realty-capital-securities-with-proxy"" target=""_blank"" rel="noopener noreferrer">charges RCS Capital with fraudulently rounding up proxy votes</a> to support real estate deals sponsored by AR Capital.
<i>Breakfast with Benjamin:</i> Ground Control to Major Yellen. Commencing countdown, engines on. The Fed's October meeting minutes stress a potential December liftoff for rates.
Depending on the client, now may be a time to add to the allocation to this investment class.
Citigroup's Bill Katz questions report that RCAP was shopping Cetera for "fire sale" price
ARK Investment Management says the capricious cryptocurrency is a buy in the wake of emerging market volatility
The House Financial Services Committee overwhelmingly approved legislation that would ease restrictions on the kind of investors who can purchase unregistered securities.
Broker-dealer takes action after Massachusetts' securities regulator charged a related company with fraudulently rounding up proxy votes to support real estate deals sponsored by AR Capital.
<i>Breakfast with Benjamin</i>: Presidential candidates are not always good at managing their own money, and voters don't care, or need to.
Before clients start asking, know the basics about this income generating investment.
$909 million raised is almost as much as the $1.04 billion the firm raised all of last year.
As spreads tighten, turning attention to lodging, self-storage and Europe.
