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An accounting is due on wrap accounts
The SEC is following through on its promise to investigate use of these products, and advisers should take heed.
Closed nonlisted REITs still suffering financial crisis hangover
While certain recently closed nonlisted REITs, such as Industrial Income, Griffin-American Healthcare REIT II, Cole Credit Property Trust IV and Corporate Property Associates 17 Global have shown strong operating performance throughout their history, the majority of closed nonlisted REITs have seen
Nonlisted REITs ranked by 2Q invested assets
Company2Q invested assets ($M)Original share priceCurrent share value1Original distribution rateCurrent distribution rate2Q14 FFO 2 payout ratioInland American Real Estate Trust$10,128.5 $10 $6.94 6.20%5.00%75%Corporate Property Associates 17 Global$4,564.7 $10 $9.50 6.50%6.50%81%Apple ...
Vanguard urges caution on liquid alts
The fund company says performance of liquid alts has not been living up to the hype.
Ignore the bond bubble at your own risk
Breakfast wtih Benjamin: The case for reducing fixed income exposure gets more vivid, markets react to Pres. Obama's 'no strategy' remarks regarding ISIS, another perspective on income inequality, and more.
Smart beta, by any other name, is still smart
On today's Breakfast with Benjamin menu, a look at how smart beta has grown in prominence despite criticism, the performance-killing fees of active management, another type of corporate inversion, and more.
Schorsch REIT board member recommends 30% alts exposure for retirees
Bob Froehlich says the industry needs to catch up with the pressing demands of a yield-starved world.
Warren Buffett's tax fairness doublespeak
In today's Breakfast with Benjamin, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.
The Fed should raise rates, but it won't
Breakfast with Benjamin: The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day
Greenback rallies ahead of the Fed minutes
Breakfast with Benjamin: The dollar rallies ahead of Fed news. Plus: Stocks historically love the Fed's Jackson Hole meeting; Argentina's latest gambit; insurance companies create new asset management opportunities; and regretting not buying Google at the IPO.
Evaluating liquid alts? History offers some lessons
With so many funds out there, these four lessons are worth keeping in mind.
Barclays rains on the equity market parade
Breakfast with Benjamin: Barclays warns on stocks. Plus: Gold finds some safe-haven love; how the Fed is off target; Argentina uses social media to attack creditors; Nasdaq's version of déjà vu; and what people buy when money is no object.
Former Behringer Harvard apartment REIT seeking listing
For former fundraising powerhouse that fell on hard times after the real estate crash, a share listing could be “good event.”
Proliferation of ETFs both good and bad
A big issue for advisers and investors is the ever-expanding universe of ETFs.
Private credit markets offer investors double-digit returns
Private credit markets offer investors double-digit returns. Seen as an alternative to bonds, one direct lending fund returned 12.7% last year.