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November 7, 2016

NAFA appeals court victory for DOL fiduciary rule

NAFA appeals court victory for DOL fiduciary rule The Labor Department is coming off a big win, but will the judgment have legs in this appeal and the five other suits still pending against the regulation? Nov 7, 2016 @ 2:04 pm | By Mark Schoeff Jr. | Investment News The Labor Department is off to a…

November 3, 2016

Advisors Jittery As Election, DOL Rule Loom

Advisors Jittery As Election, DOL Rule Loom NOVEMBER 3, 2016 | CHRISTOPHER ROBBINS | Financial Advisor Keep the scented candles and antacids at hand. Financial advisors are feeling most anxious about political and regulatory developments, according to the third quarter Fidelity Advisor Investment Pulse study, which was released on Thursday. More than 28 percent of the…

November 3, 2016

How the IPA can be a resource in a sea of change

How the IPA can be a resource in a sea of change November 1, 2016 | Liz Hester | Smart Brief Collaboration in dealing with complex challenges was a key theme of the “Fireside Chat with the IPA Chairmen” panel featuring Tom Sittema, CEO of CNL Financial Group and Mitchell Sabshon, president and CEO of Inland…

November 3, 2016

Different Types of Fees and How They Impact Shareholders – Part 3

Different Types of Fees and How They Impact Shareholders – Part 3 November 3, 2016 | by Beth Glavosek | Blue Vault The following descriptions and definitions can help both financial advisors and investors alike to understand the various fees that impact shareholders in nontraded REITs, from the initial public offering of common shares until…

November 1, 2016

DOL releases first batch of FAQs on fiduciary rule

DOL releases first batch of FAQs on fiduciary rule Agency answers 34 adviser questions pertaining to the regulation's exemptions, including the best-interest contract exemption Oct 27, 2016 @ 12:48 pm | By Greg Iacurci | Investment News The Labor Department issued its first set of answers to frequently asked questions about the fiduciary rule Thursday. The FAQs,…

October 31, 2016

Bluerock’s Total Income+ Real Estate Fund Marks Fourth Year of Strong Risk-Adjusted Returns

"When we launched the Fund four years ago, we recognized that iPERE had been proven to enhance the risk/return profile of diversified portfolios by providing equity-like returns with the volatility profile of fixed income," explains Ramin Kamfar

October 31, 2016

W.P. Carey’s Goldberg straightens out adviser misconceptions about DOL fiduciary rule

W.P. Carey's Goldberg straightens out adviser misconceptions about DOL fiduciary rule Executive has been listening to advisers' worries for months, and finds serious confusion remains about responsibilities under the new regulation Oct 31, 2016 @ 12:42 pm | By Bruce Kelly | Investment News Mark Goldberg, president of investment management at W.P. Carey Inc., has been listening…

October 27, 2016

Different Types of Fees and How They Impact Shareholders – Part 2

Different Types of Fees and How They Impact Shareholders – Part 2 October 28, 2016 | by Beth Glavosek | Blue Vault The following descriptions and definitions can help both financial advisors and investors alike to understand the various fees that impact shareholders in nontraded REITs, from the initial public offering of common shares until…

October 27, 2016

Ameriprise will stick with IRA commissions under DOL fiduciary rule

Ameriprise will stick with IRA commissions under DOL fiduciary rule Oct 26, 2016 @ 1:31 pm | By Bruce Kelly | Investment News CEO says the commission model, which will require more compliance work on the company's part, serves both clients and advisers well In contrast to a couple of its most prominent competitors, Ameriprise Financial Inc.…