Asset Manager News & Perspectives
Lincoln Financial loses $300 million, 20 reps to ProEquities August 30, 2017

Lincoln Financial loses $300 million, 20 reps to ProEquities

Lincoln Financial loses $300 million, 20 reps to ProEquities August 30, 2017 | Jeff Benjamin | Investment News After 17 years with Lincoln Financial Securities, Bill Pickering has decided his $300 million-plus wealth management practice will be better served by a new broker-dealer relationship at ProEquities of Birmingham, Ala. Mr. Pickering, president of First Summit…
“Nervous” Time For Grocery Investors August 30, 2017

“Nervous” Time For Grocery Investors

“Nervous” Time For Grocery Investors August 29, 2017 | Kelsi Maree Borland | GlobeSt.com   Grocery has been the pillar of retail, but with the new Amazon/Whole Foods merger, that may change. Jeff Rinkov, CEO of Lee & Associates, says that this may be a nervous time for the handful of investors that focus solely on grocery…
Nearly 9,000 SNL-covered real estate properties in Hurricane Harvey’s path August 30, 2017

Nearly 9,000 SNL-covered real estate properties in Hurricane Harvey’s path

Nearly 9,000 SNL-covered real estate properties in Hurricane Harvey's path August 25, 2017 | Chris Hudgins | SNL.com More than 8,800 SNL-covered real estate properties lie in Hurricane Harvey's projected five-day path. Single-family rental homes comprise the largest category of properties potentially affected, followed by single-tenant retail. Current projections show the hurricane, rated a Category…
ALERT: DOL Fiduciary Rule Delay Published August 30, 2017

ALERT: DOL Fiduciary Rule Delay Published

ALERT: DOL Fiduciary Rule Delay Published August 30, 2017 | FSI   The Office of Management and Budget has approved a proposal to delay for 18 months implementation of the remaining provisions in the Labor Department's fiduciary rule. The OMB made its determination on Monday and posted the decision on its website on Tuesday, taking only a fraction of…
Investor Outlook Shows Confidence, Concern: Marcus & Millichap August 29, 2017

Investor Outlook Shows Confidence, Concern: Marcus & Millichap

Investor Outlook Shows Confidence, Concern: Marcus & Millichap August 15, 2017 | Scott Baltic | Commercial Property Executive It’s a battle out there, according to a new report from Marcus & Millichap, a battle between optimism and caution and the factors driving each one. On one hand, the political climate is uncertain, with confidence declining…
Phillips Edison Adds 600 KSF to Its REITs August 29, 2017

Phillips Edison Adds 600 KSF to Its REITs

Phillips Edison Adds 600 KSF to Its REITs August 24, 2017 | Barbra Murray | Commercial Property Executive Phillips Edison & Co. has been on quite a shopping spree over the last few months. Acting on behalf of its two managed non-traded REITs, Phillips Edison Grocery Center REIT I and Phillips Edison Grocery Center REIT…
SEC Alert Details ‘Robust’ Cybersecurity Best Practices August 29, 2017

SEC Alert Details ‘Robust’ Cybersecurity Best Practices

SEC Alert Details ‘Robust’ Cybersecurity Best Practices August 11, 2017 | Melanie Waddell | Think Advisor While advisors, broker-dealers and mutual fund firms have stepped up their cybersecurity preparedness, most notably in crafting written policies and procedures, more steps are needed, according to the Securities and Exchange Commission’s exam division. The agency’s Office of Compliance…
Long-Term Outlook for Rental Apartments Remains Positive August 29, 2017

Long-Term Outlook for Rental Apartments Remains Positive

Long-Term Outlook for Rental Apartments Remains Positive August 24, 2017 | Bendix Anderson | National Real Estate Investor Many of the markets where developers have been doubling down on building new apartment units are likely to have enough renters to fill those apartments over the next decade or so, according to the latest research commissioned by…

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