Top Portfolio Products: AdvisorShares Launches 4 Gold/Currency ETFs
In other portfolio news, Nationwide Financial and Annexus launch fixed index annuity; Citi and Research Affiliates introduce global corporate bond index.
How to Invest in Mortgages for Total Returns (Not Speculation)
Buying whole mortgages is a complicated investment strategy that some asset managers are trying to make simpler.
Millionaires’ Favorite Alt Investment: Real Estate
More than three-quarters of millionaires invest in real estate and more than a third own REITs, Morgan Stanley says.
FINRA Plan Seeks ‘Clearer Picture’ of Nonlisted REITs
The plan would require BDs to factor in fees and commissions when determining the share price.
After Slow ’13, REIT ETFs Lookin’ Up
Broad factors should lead to improvement in the sector, experts say, as real estate funds move into positive territory in January.
Big Institutional Investors Looking for ‘Portfolio Buffers’
Real estate and real assets are on their radar, a BlackRock survey found.
Equities ‘Frothy,’ Markets Volatile: Vanguard Execs
CEO Bill McNabb and CIO Tim Buckley point to positive economic trends and discuss concerns over stock valuations.
Easy Formula for Forecasting Equities in 2014
The formula first made famous by Rob Arnott and Peter Bernstein suggests that total return equals dividend yield plus some estimate of expected price changes.
How to Play Alternative Investments in 2014
Fund managers can expect significant alternatives growth as droves of Investors in hedge funds, real estate and private equity say they’re underallocated.
FINRA Bars Advisor Over Nontraded REIT Sales
Gary Chackman worked in the business for 22 years, including time with LPL Financial, AXA and Summit.