Foreign REITs: Profits and Perils for Investors
T. Rowe Price Global Real Estate Fund manager Nina Jones discusses the risks and benefits of investing in real estate funds overseas.
The 401(k) Loan: Friend or Foe for Clients?
Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.
Heady Demand for U.S. Commercial Real Estate
Investor and lender confidence in the U.S. commercial real estate market is surging, according to the sixth annual Akerman U.S. Real Estate Industry Outlook Survey.
Enforcement: Deutsche Bank to Pay $2.4B Over LIBOR Manipulation
Meanwhile, RBC will pay $1.4 million to FINRA for failing to follow its own guidelines, resulting in unsuitable sales.
How to Shield Investment Income From IRS: Andy Friedman
The political forecaster and former tax lawyer has a few tax-smart suggestions for investors.
Raymond James Adds $1.9M Ex-Morgan Stanley Team
The group of two reps managed about $150 million of client assets in Washington, D.C.
Managing Tax Risks of Real Estate Investments, Pt. 1
Several forms of real estate investment have evolved, each offering some mitigation of one or more of the sector's inherent risks.
Assessing Risk in Real Estate Investing, Pt. 2: Digging Deeper
To understand real estate investing, you must understand the liquidity, information, macroeconomic, leverage, operational and other non-market-related risks.
Assessing Risk in Real Estate Investing, Pt. 1: The Overview
Presenting the historical context of risk in real estate investing, along with an overview of the primary sources of risk in a real estate portfolio.
Retirees Suffer as 401(k) Rollover Boom Enriches Brokers
A three-month Bloomberg investigation found that former employees at major companies say sales reps lured them into rolling their 401(k)s into unsuitable investments.