Investors, especially millennials, have unrealistic expectations about annual returns: study The average stock market yield globally is only 3.8%, but Americans expect 11% annually Jun 16, 2016 @ 11:21 am | By Bloomberg News Incredibly optimistic. That's the attitude of investors around the world toward the minimum annual income they want from their investments.…

May 19 2016, 3:51pm EDT | By Ann Marsh | Financial Planning A federal judge has confirmed the bankruptcy plan for RCS Capital, Cetera Financial Group’s parent, clearing the way for RCS to emerge from Chapter 11 bankruptcy protection in the near future. "All requirements for confirmation of the plan have been satisfied," Judge Mary Walrath of…

"It's not a lot of fun to be a broker-dealer these days," says firm chairman John Burroughs May 10, 2016 @ 11:34 am | By Bruce Kelly | Investment News Foothill Securities Inc., an adviser-owned independent broker-dealer with 220 registered reps under its roof, is in “serious discussions” to be acquired by a larger firm, according to…

April 11, 2016 | by Amy Baxter | Senior Housing News Some senior housing non-traded real estate investment trusts (REITs) may have won a regulatory victory. After much anticipation, worry and outcry from industry, the Department of Labor (DOL) released its finalized version of its new fiduciary rule, with major changes that spell good news for REITs.…

Investment firm exceeds equity raising goals in its first year of operations Feb. 17, 2016 | by Triloma ORLANDO, Fla. (Feb. 17, 2016) – Triloma Securities (“Triloma”) announced today the results of its syndication activity in 2015. The firm, which commenced broker-dealer operations on April 23, 2015, surpassed its equity raising goals for the year…

Guest Blog - Written By Ira Bellinkoff ira@edgerealtyadvisors.com Banks are modernizing by embracing technology, providing more interactive customer experiences and conducting the same amount of work in a branch with a smaller footprint. Large, regional, and local banks are updating the traditional teller counter to provide a more self-service experience, opting instead for multiple kiosk-type stations…

Feb 24 2016 | DI Wire Axiom Capital Management Inc., a full-service broker-dealer, terminated its dealer management agreement with VII Peaks Co-Optivist Income BDC II Inc., a non-traded business development company, according to a filing with the Securities and Exchange Commission. Axiom served as a non-exclusive managing broker-dealer in the BDC’s continuous offering of common…

FEBRUARY 8, 2016 | MultifamilyBiz.com NORCROSS, GA - Resource Real Estate Opportunity REIT, a non-traded real estate investment trust sponsored by Resource Real Estate, announced the sale of Domain at Holcomb Bridge. The Opportunity REIT held a 42.5 percent ownership interest in Domain with an unaffiliated partner. Domain is a 420-unit multifamily residential community located…

by Jared Schneider (Managing Partner) | Blue Vault One of the hottest topics right now in the alternative investments space is the DOL’s Fiduciary Rule legislation. The rule is designed to redefine what it means to be a fiduciary and how that affects retirement accounts (i.e., IRAs, 401ks, etc.). The rule stipulates that certain investments…