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National Planning Holdings puts kibosh on ARC nontraded REIT sales
After Nicholas Schorsch's giant traded REIT, American Realty Capital Properties, revealed a big accounting debacle, one large broker-dealer network temporarily put a stop to sales of one of Mr. Schorsch's nontraded REITs.
Nicholas Schorsch downplays ARCP's $23M accounting debacle
Execs replaced over what firm calls intentional errors; REIT king says problems will not affect other related firms. (Plus: Untangling Schorsch's vast web)
Schorsch's American Realty Capital discloses serious accounting errors; CFO out
The chief financial officer and chief accounting officer of the Nicholas Schorsch-controlled real estate giant are out after company uncovers $23M in accounting errors in recent financial statements that it says were intentionally not fixed.
ETF investors bail on the financial sector
Breakfast with Benjamin:Finance-focused ETFs suffer huge outflows. What gives? Plus: Prudential Financial's spooky reinsurance bet, investing in obesity, private lawyers give corporate inversions a leg up, and location matters less when the house you're selling is haunted.
Housing recovery on horizon, but too late for many baby boomers starting retirement
Median price of existing home sale up more than 5% in September but sales down from a year ago.
Are online investors actually panicking at the sight of market volatility?
Covestor sees investors tinkering around the edges of their allocations, but not much actual fear
How are REIT dividends taxed?
My recent column talked about companies lowering their overall tax burden by spinning off or be¬coming REITs that pay no corporate level of tax. Readers have asked if these real estate investment trusts pay qualifying dividends or are REIT investors taxed like MLP investors. The answers might
The regulatory hits keep coming for LPL Financial
The rest of this week's must-read stories include Betterment's robo-adviser for humans, big changes afoot in Social Security, and a focus on picking the right alternatives for clients
Advisers tested by spike in market volatility
Wild week in financial markets wrapping up with rebound in stocks as bonds decline.
Schorsch empire strikes back on perception of illiquid investments
Nicholas Schorsch's camp opposes regulatory efforts to limit investor exposure to illiquid products such as nontraded REITs.
Reps selling nontraded REITs could be swimming in liquidity
Up to $13.6 billion in fresh equity expected to flow from listings, mergers and special distributions.
Cliff Asness says market volatility is a good reason to diversify
The recent jolt in market volatility should be viewed as a return to normal, but that means it can get worse from here, according to Cliff Asness, founder, managing principal and chief investment officer at AQR Capital Management. Speaking Thursday in Chicago at the Investment News Alternative
Markets in a 'bad mood' as S&P 500 gives back year's gains
Weak economic numbers and an Ebola panic spurred a pullback, causing the S&P 500 to give back the year's gains.
SEC approves rule change for greater transparency of nontraded REITs
The rule, proposed originally by Finra, will require per-share valuation of unlisted REITs or direct participation program on customer statements.
Distribution error wipes out IRA
An entire IRA was lost to a distribution error after death. This is a textbook case of what not to do when a trust is named as the IRA beneficiary. Trusts are set up to protect assets, such as individual retirement accounts, after death, but if the rules are not followed precisely, an IRA can ...