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Broker-Dealers: The Alts Ecosystem’s Salesforce

“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities.” — Catherine Bowman, The Bowman Law Firm

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Final Q3 2022 Nontraded REIT Pages Added

Final Q3 2022 Nontraded REIT Pages Added   The following Q3 2022 Nontraded REIT and BDC pages are available to Blue Vault subscribers (bold font indicates newly...

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Malls Embracing Fitness Centers to Attract Customers

The growth of the fitness center industry, with their ability to draw higher-income customers, has transformed the traditional gym from a hangout for teenage weightlifters to full-service health clubs that can actually replace anchor tenants and cater to clients who tend to shop and eat at other stores before or after their workouts.

Improved Finra Fund Analyzer Lets Investors Assess Full Impact of Fees

Finra has rolled out enhancements to its Fund Analyzer online tool that are expected to help investors and financial advisors compare the fees and discounts – if any – of more than 30,000 mutual funds, ETFs, ETF notes and money market funds, and assess their impact on their overall investments.

A Tough Year for Nontraded BDCs

Sales of nontraded business development companies are headed for a decline for a third year in a row and are likely to have their worst year for equity raising since 2010…

Inland Real Estate Income Trust Makes Strategic Moves

In a letter to stockholders November 22, 2017, the board of directors of Inland Real Estate Income Trust, Inc. announced a plan to implement a reverse stock split of 1 share for 2.5 shares and a move to quarterly distributions.

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