Trusts

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  1. Articles

    BlackRock dives into ARCP

    The fund giant has taken a major position in the beleaguered real estate investment trust, American Realty Capital Properties Inc., or ARCP.

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    Younger generations going all in with 401(k) contributions

    Today's Breakfast with Benjamin features Gen Y and Gen X causing the the pace of 401(k) plan contributions to hit new heights. Plus: The ABCs of a hot REIT market, biotech stocks under the microscope, and something you might have in common with Bill Gates.

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    Grant Thornton resigns as auditor for eight Schorsch-linked nontraded REITs

    The accountant for eight nontraded REITs managed by Nicholas Schorsch's privately held real estate manager, American Realty Capital, has resigned.

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    TD Ameritrade to branch out trust services in alliance with National Advisors Trust Co.

    TD Ameritrade Institutional is teaming with a national trust company to provide advisers with a corporate trust solution for clients — without the fear that this trustee will turn around and compete for the assets. The Jersey City, N.J.-based custodian created the Advisors Private Wealth Trust with

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    Simple due diligence rules for investing in alternatives

    Answers to three big questions when investigating nontraded REITs, BDCs are key before investing client assets

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    American Realty Capital Properties hit by lawsuit from institutional investors

    New York City Retirement Systems, TIAA-CREF join group of investors alleging ARCP misrepresented the company's business, "engaged in a scheme to deceive the market and a course of conduct that artificially inflated prices of American Realty securities.”

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    2014 stock market rally pays off for charitable giving

    Last year's market gains were great for investors and even better for charitable organizations, as clients sought to mitigate the ill effects of capital gains taxes.The S&P 500 wrapped up 2014 with a gain of about 11%, continuing the recovery that's been unfolding since the market nadir in the

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    Secrets for successful withdrawal strategies in retirement

    Market conditions in early retirement can help predict whether your clients' assets will actually last 30 years.

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    Former SEC enforcement head Robert Khuzami to defend ex-ARCP chief David Kay

    Mr. Khuzami, who is now a partner at Kirkland & Ellis, has signed on as Mr. Kay's attorney in the defense of a complaint filed in December.

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    How non-grantor trusts can help clients save big on state income taxes

    Here's how to prevent state-level taxes from taking a large bite out of clients' holdings.

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    Shocking NYC murder highlights need for estate planning contingencies

    Case serves as a reminder that advisers need to plan for events in which a beneficiary becomes unable to inherit.

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    Bull's-eye: How gun trusts can hit the mark with clients' estate planning

    Individuals with firearms collections will likely need an additional layer of planning.

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    Sales plummet at Cole Capital

    Sales of nontraded real estate investment trusts at Cole Capital fell off a cliff in December, with the leading sponsor and real estate manager selling a mere $4.5 million, compared with $274.4 million a year earlier.Fundraising for the Cole REITs declined to $20 million in November from $104

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    Utility, consumer stocks can play defense when market volatility spikes

    Barbell approach can help advisers manage through the volatile first quarter earnings season without ditching stocks altogether.

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    Recent Supreme Court case offers lessons for managing inherited IRAs

    Inherited IRAs being impacted by bankruptcy is a remote event, but advisers and clients should still be prepared