Real Estate
Learn how real estate investing can diversify portfolio risk and enhance portfolio performance, along with the latest news and developments in this most popular alternative investment.
CFB Board Creates Another Three-Bucket Mess on Compensation
By Michael E. KitcesRick Kahlers "fee-only" trouble demonstrates the limitations of the CFP Boards compensation rules.
July 10, 2014
MetLife to build $110 million industrial parkMetLife kicks off its industrial warehouse building spree in an effort to diversify its investment portfolio.
July 09, 2014
Texas Billionaire’s Odd Way of Saving Heirs Some Tax DollarsIt's not actually a good idea to lose $2.8 billion to save $1.1 billion in taxes.
July 09, 2014
Still Trying to Understand NAPFA’s New Membership RulesI spoke to the fee-only organizations CEO, Geoffrey Brown, but I remain confused. How about you?
July 02, 2014
Bill Gross' One Big Idea: Things Are Better Than You Think, InvestorViewed through the lens of a "real" fed funds rate of 0%, the markets arent so bubbly, the PIMCO bond king says.
June 25, 2014
Why being too busy will kill your prospecting effortsPaying close attention to the world around us can lead to great opportunities.
June 19, 2014
SEC, FINRA Enforcement: Advisors Get $3.6M Arb Award After Boss Faked Client ComplaintsIn other actions, Massachusetts has charged Boston-based Cabot Investment Properties with fraudulent sales of real estate investments to seniors.
June 18, 2014
Financial Advisors Too Focused on FinanceMorningstar research suggests that investments often the be-all and end-all for advisors take on a humbler profile when clients' portfolios are considered holistically.