Schorsch’s Own Cetera Halts Cole REIT Sales
ARCP accounting scandal "has tarnished the entire Schorsch brand," consultant Mark Elzweig says, and Cetera parent RCAP is trying to limit the damage.
LPL, Advisor Group Stop Sales of American Realty Capital REITs
LPL, the biggest independent broker-dealer, has suspended sales of products tied to the Schorsch real estate empire.
Arnott: ‘100 Minus Your Age’ Asset Allocation Rule All Wrong!
Research Affiliates argues that industry and academia both deny reality in pushing young workers into stocks, particularly through target-date funds.
Schorsch’s RCAP to Take Big Stake in E-Document Firm Docupace
The Docupace investment is intended to help affiliated independent advisors streamline workflow while bringing RCAP a recurring revenue stream.
Schorsch's RCAP Buys Girard, Nears 10,000 FAs
RCS Capital moves to add Girard Securities to the expanding Cetera Financial Group of IBDs led by Larry Roth.
Schorsch's RCS Rebrands IBD Unit, Stays With Pershing
The unit, renamed Cetera Financial, will include expanded marketing platform and consulting services, Cetera CEO Larry Roth said.
Schorsch’s RCAP Buys Another IBD, Reports Q2 Results
VSR Group will join RCAP’s Cetera Financial group, boosting its advisor count to more than 9,200.
How to Help Today’s Bond Investors
Many have suffered a 33% income slash, but there are some remedies.
Morningstar Goes to Cash
Morningstar is concerned enough about valuations in U.S. markets that the firm’s chief investment officer is keeping his unconstrained portfolio at 40% cash.
Financial Advisors Too Focused on Finance
Morningstar research suggests that investments — often the be-all and end-all for advisors — take on a humbler profile when clients' portfolios are considered holistically.