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Mountain of money in nontraded REITs continues to hold Wall Street's attention
Wall Street continues to intensify its loving gaze on the domain of independent broker-dealers and the alternative investments they're selling. This time, the Street's sights are on nontraded REITs.
Raymond James offers alts to RIAs
Access to PE, real estate, hedge funds, managed futures and alternative mutual funds coming next month.
Reg D advertising for public gets OK
The Securities and Exchange Commission approved a rule last week that will allow advertising for private-placement securities offerings.
Now, retail investors can get a P-E buzz – without the hangover
Private-equity firms marketing retail-oriented funds that don't require decade-long lockup
PE's new source: Wealth managers
Investors know all about The Blackstone Group LP, The Carlyle Group LP and TPG Capital LP. They expect these giant private-equity shops to reap outsize returns on bold, imaginative deals.
Private-equity jumping into annuities could be bad news for insurers
Private-equity firms have been jumping into the VA business like crazy. On Tuesday, Moody's weighed in on the subject. Advisers should take note.
Private-equity set does tax tango
Private-equity managers are bracing for higher taxes in 2013 and in the final weeks of this year are refinancing investments, accelerating gains and shifting what they transfer to trusts.
LPL stock rocked by investor's plan to cut stake
The share price of LPL Financial Holdings Inc. Ticker:(LPLA) took a hit Tuesday after the company reported that one of its main private-equity investors intended to reduce its stake in the independent broker-dealer.
On the ropes, Knight Capital seeks buyers
Knight Capital Group Inc. opened its books to potential buyers, including private-equity firms and at least one securities-industry rival, as it seeks an investment or takeover to survive after a $440 million trading loss.
Bigger than The Beatles: Facebook IPO will make Bono the world's richest rock star
It's become a cliche these days to refer to anyone who is talented or successful in their industry as being a "rock star" of their chosen field. We say this as a way to convey that this person is not only successful, but that he or she is a true influencer among their peers, blessed with a certain
Oppenheimer fund solicitation challenged in investor lawsuit
The Oppenheimer Holdings solicitation allegedly overstated the value of holdings in the Global Resource Private Equity Fund, described in a private placement memorandum as a fund of funds intending to invest in natural resource-related companies.
Romney's IRA holdings pique interest
TIGHTENED CUSTODY RULES Custodians that specialize in the handling of illiquid securities hope to see more asset flows from the publicity over Mitt Romney's huge IRA. Mr. Romney, the Republican presidential candidate and co-founder of Bain Capital LLC, reportedly holds investments run by Bain
PE man Romney not doing PE industry any favors
Candidate's tax revelation casts unflattering light on shadowy world of private equity; 'crazy not to bring it up'
Carried interest sparks bipartisan tax debate
SENATE ALLIES When millionaire GOP presidential candidate Mitt Romney last week estimated his federal tax rate at 15%, he drew howls of criticism from both Republicans and Democrats, and put a controversial tax treatment for private-equity returns back on the front burner in Congress. The flap
Schwarzman backs Romney as Wall Street shuns Obama
Stephen Schwarzman, chairman of the Blackstone Group LP, will host a fundraiser for Mitt Romney next month as like-minded donors turn their backs on President Obama.
- Facebook's five-star ratings: The end of business pages for advisers?
- Pimco's El-Erian to step in to shore up $3B multi-asset fund
- Rebound in gold suits big guns Paulson, Soros
- New 3.8% surtax means new tax strategies for business owners
- Mountain of money in nontraded REITs continues to hold Wall Street's attention
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Blaine Aikin CEO, fi360
Timothy Welsh, CFP President and Founder, Nexus Strategy, LLC
Justin Wisz Co-Founder & CEO, Vestorly