Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
What you need to know about wills, pt. 2: real estate, bequests
By Mike PattonAs an advisor you may not be the primary estate planning team member, but you are in a unique position to add value.
November 13, 2014
Realty Capital Says Cetera Spinoff ‘On the Table’Company leaders say they're looking at all options as stock declines, other Schorsch-related issues continue. Larry Roth says recruiting is strong at Cetera.
November 13, 2014
Under the Hood: What You Need to Know About Wills, Pt. 3: Fiduciaries and TrustsAn advisor can play a key role in a client's estate planning, though tread carefully and respectfully around the estate planning attorney.
November 12, 2014
Schwab, Fidelity Stop Sales of Schorsch-Led Nontraded REITsThe custodial firms join a growing number of broker-dealers abandoning American Realty Capital and Cole products after an accounting scandal.
November 12, 2014
Under the Hood: What You Need to Know About Wills, Pt. 2: Real Estate, BequestsEven though you as an advisor may not be the primary estate planning team member, you are in a unique position to add value.
November 11, 2014
Private Conservation Impact Investing Growing 26% AnnuallyThe market for conservation impact investing is surging, and private investments are expected to more than triple between 2014 and 2018, a survey says.
November 11, 2014
Tiger 21 Investors Allocate More to Cash, Private EquityUltra-wealthy investors are looking for more security now while preparing for the next investing opportunity.
November 06, 2014
Cambridge Joins Ranks of IBDs Abandoning SchorschThe group stops sales of three Cole REITs following an accounting scandal at American Realty Capital.