Trusts

  1. All
  2. Articles

Watch breaking news videos and read news updates about Trusts on investmentnews.com

  1. Articles

    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.”

  2. Articles

    Adviser movement heats up the dog days of summer

    This week's top InvestmentNews stories feature an LPL exec's exit, potential pitfalls for brokers changing jobs, a flurry of adviser moves and a high-profile lesson in trust planning.

  1. Articles

    Finra tacks on more time to REIT pricing change

    Finra is continuing to tack on time to the widely anticipated rule change that would give investors a clearer picture of what it costs to buy shares of nontraded real estate investment trusts and other direct placement programs, an industry term widely used for private placements. The Financial

  2. Articles

    Publication of Robin Williams' trusts highlights privacy concerns

    As outdated documents related to the actor's estate hit the tabloids, experts weigh in on how to keep your clients' plans confidential.

  3. Articles

    Schorsch picks up yet another midsize IBD

    Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.

  4. Articles

    Integration of Schorsch BD empire gets underway

    RCS Capital Corp. is beginning to tie together its nine disparate retail broker-dealers, and on Tuesday morning said it will offer services from one broker-dealer across the various platforms of the others. Included in those changes will be combining due diligence and research groups at the start

  5. Articles

    Giant Inland REIT to spin off lodging portfolio into separate company

    Spinoff is part of REIT's long-term strategy to split holdings into categories, including multi-tenant retail and student housing.

  6. Articles

    REITs, RIA regulation, retirement planning and risk grab advisers' attention

    InvestmentNews' four must-read stories of the week cover this ecclectic set of 'R' subjects.

  7. Articles

    W.P. Carey sets fundraising record in first half

    $909 million raised is almost as much as the $1.04 billion the firm raised all of last year.

  8. Articles

    Northstar Realty pays $4B for nontraded REIT

    In another liquidity event, Griffin-American Healthcare REIT II Inc. agrees to deal that includes stock, cash and debt.

  9. Articles

    Duration risk in nontraded REITs: Hiding in plain sight

    As interest rates rise, triple-net lease nontraded REITs won't be able to sustain distributable cash, meaning asset values will drop.

  10. Articles

    Buckling in for market volatility

    Breakfast with Benjamin: Market volatility headed your way. Plus: Hidden ETF risks, Buffett hoards cash, SEC whistleblowers come out of the woodwork, the upside of passive real estate investing, and how Millennials blow through their money.

  11. Articles

    Who's Finra protecting, anyway?

    Once again, the Financial Industry Regulatory Authority Inc. has shown that it is more beholden to the industry it regulates than to the investing public it purports to protect.

  12. Articles

    This week's top stories for advisers

    As the week comes to a close, it's time to catch up on the advice industry's biggest developments that grabbed readers' attention.

  13. Articles

    Onetime rival Cole now a selling machine for Schorsch

    After getting broker-dealers like LPL Financial to sign selling agreements, asset manager Cole Capital expects to raise $3.1 billion this year for American Realty Capital Properties.