Trusts

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

  1. Articles

    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.

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    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

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    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

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    Advisers tested by spike in market volatility

    Wild week in financial markets wrapping up with rebound in stocks as bonds decline.

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    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.

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    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.

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    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

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    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.

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    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.

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    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 ...

  9. Articles

    Figuring out Schorsch's latest deal — or how 1+1 = 3

    Bruce Kelly On Advice: RCAP's acquisition of Cole Capital could pay dividends for Nick Schorsch's empire for years to come, though the transaction between two related companies raises questions.

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    Nontraded REIT specialist Inland plans to raise $1 billion for apartment company

    Inland Residential Properties Trust Inc. would be the seventh REIT launched by real estate firm.

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    A 401(k) conundrum: Can you make cash pile last for life?

    Little thought – or government help — is given to the question of how to make withdrawals from a retirement plan

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    Commonwealth adds first nontraded daily NAV REIT to its platform

    More in line with the business of advisers who charge fees rather than brokers who receive a commission.

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    Finra's proposed nontraded REIT rule changes could have gone further

    Checks on sponsor companies and protection for investors and advisers is welcome, but statement reporting adds more confusion than clarity