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January 3, 2018

5 Ways Congress Fell Short in Spending Your Money in 2017

As 2017 comes to a close, it’s worth remembering that America’s mountain of debt continues to grow.

January 1, 2018

Andy Friedman Answers Top 7 Advisor Tax Bill Questions

Friedman, a former tax attorney, answers questions on alimony, deferred compensation and more

December 21, 2017

Congress Sends Trump Tax-Cut Bill in First GOP Legislative Win

House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years...

December 20, 2017

Fitch Ratings: Slower growth in alts managers’ fee-earning AUM expected to change in 2018

Growth rates for alternative investment managers' fee-earning assets under management have slowed in recent years, but are poised to speed up in 2018, said a new report from Fitch Ratings.

December 20, 2017

All smoke, no fire: What’s behind recent equity market valuations?

When valuations appear expensive, we assume there’s a fundamental reason for it.

December 20, 2017

Vulcan Capital Provides Seed to TriLinc for Global Impact Investments

Vulcan Capital, the multi-billion dollar investment arm of Vulcan Inc., has selected TriLinc Global Advisors (“TriLinc”) to seed the launch of the TriLinc Global Sustainable Income Fund (“TGSIF”).

December 19, 2017

Strong November raises retailers’ hopes for holidays

Retail sales jumped in November as U.S. shoppers ramped up their spending as the crucial holiday season began.

December 18, 2017

Blockchain Technology Is Making Waves, CRE Next?

The question is not “if?” but “when?” blockchain technology will be available to investors in commercial real estate.

December 13, 2017

LPL retains $1.6B Zuk Financial Group

Zuk Financial Group, a Lake Forest, Calif.-based hybrid that oversaw $1.6 billion in client assets while affiliated with National Planning Corp., has decided to remain with that firm's new owner, LPL Financial.