2017 to be year of independent broker-dealer mergers Jan 22, 2017 @ 12:01 am | by Bruce Kelly | InvestmentNews.com If past is prologue, 2017 should see a steady pace of independent broker-dealer consolidation and mergers and acquisitions. Last year saw transactions involving firms that house thousands of registered reps and financial advisers as the industry scrambled…

RIAs merging at a record clip, more breakaways become RIAs Multiple forces are driving industry consolidation January 18, 2017 @ 7:00 am | by Jeff Benjamin | InvestmentNews Consolidation in the registered investment adviser space has become fast and furious, with no slowdown in sight, according to the latest research from Echelon Partners. The 138 transactions…

Hotel prices in D.C. up 927% ahead of Trump’s inauguration — and protests Airbnb is also seeing 10 times the demand for rooms as it did in 2013 January 17, 2017 11:35 a.m. | by Kari Paul | MarketWatch If you’re planning on attending the presidential inauguration in Washington, D.C., on Jan. 20, finding a place to…

DOL Fiduciary Rule Challenged Again January 20, 2017 | by Beth Glavosek | Blue Vault The Department of Labor’s long-debated Fiduciary Rule is once again being challenged by a group of lawmakers who say that the regulation is burdensome and costly. Congressman Joe Wilson (R-SC) with support from several national organizations has introduced a new…

ADISA Announces 2017 President-Elect and Officers INDIANAPOLIS—Jan. 17, 2017—At its first board meeting of the year, the new ADISA (the Alternative & Direct Investment Securities Association) board, elected by the membership in late 2016, selected its 2017 officers. John H. Grady of DLA Piper begins his term as the 2017 ADISA president (having been elected…

Sweeping Tax Reform Proposals Creating Suspense for CRE Investors Federal Tax Code Changes Ranging From Eliminating Long-Term Depreciation to Taxing Carried Interest at a Higher Rate Could Hold Dramatic Implications for CRE Industry January 11, 2017 | by Randyl Drummer | CoStar With President-elect Donald J. Trump preparing to take office next week and the Republican-controlled…

Forests Are a Treasure. But Are They Good Investments? January 13, 2017 | By TIM GRAY | The New York Times Trees don’t watch the stock market. Forests keep growing — and potentially increasing their value — even when inflation surges or the market swoons. Big investors, like university endowments and insurance companies, have long allocated…

REITs Stumble After S&P Debut January 13, 2017 | By Beth Mattson-Teig | National Real Estate Investor REITs landed in a spotlight of their own last fall when they officially stepped out of the shadow of financials to headline their own real estate sector on the S&P 500. It was—and is—a big, long-awaited move. Industry observers anticipate…

Nontraded REIT Industry Review - LifeStage™ Summary January 12, 2017 | by Laurie Brescia | Blue Vault In each quarter's Nontraded REIT Industry Review you will find... a host of Nontraded REIT Industry data and charts preceding the individual REIT pages. Some of the data is in the "LifeStage™ Summary". In the Q3 2016 Review: Five REITs were Emerging…