Crisis-era CMBS proving less worrisome than once feared July 6, 2017 | by Jake Mooney and Zach Fox | SNL High property values and abundant capital from a variety of lending sources are helping commercial real estate property owners refinance their debt, even on higher-risk loans underwritten in the boom years leading up to the last financial crisis. Issuance…

The DI Wire Q&A with SC Distributors President Pat Miller July 7, 2017 | The DI Wire The DI Wire sat down with SC Distributors president Pat Miller to discuss the company, his background in the direct investment space, and the new regulatory landscape. Can you briefly share a bit about your background and history…

What Finra pays its top executives July 7, 2017 | by Mark Schoeff Jr. | InvestmentNews Each year, the Financial Industry Regulatory Authority Inc., the brokerage industry self-regulator, publishes the total compensation for its 10 highest-paid executives in its annual report. In a message accompanying this year’s report, Finra president and chief executive Robert W. Cook said that…

1031 'Like-Kind' Exchanges Are Under Fire. Again June 29, 2017 | by Ben Mattlin | Financial Advisor With all the turmoil in Washington, one important proposed tax change has mostly fallen through the cracks: the gutting or outright elimination of the 1031 exchange provision. Essentially, Section 1031 of the tax code allows those who sell a parcel…

Focus on Alternatives: Richard Gann on share classes July 2017 | Real Assets Adviser  Richard Gann, chief products officer at Steadfast Capital Markets Group, discusses the different share class structures in non-traded alternative investments, including the basics of A, T, and R/I shares, differences in pricing and distribution yields, fee structures and more. Read Full Article…

Finra Freezes Executive Pay as Revenue Declines July 5, 2017 | by Mason Braswell | AdvisorHub Seven top executives at the Financial Industry Regulatory Authority earned at least $1 million in 2016 but a 6% decline in revenue has led the industry-financed organization to freeze salaries and promotions in 2017, according to the group’s annual report. “We expect…

Trump Administration Rebuffs Challenge to Fiduciary Rule in Appeals Court U.S. asks Fifth Circuit largely to uphold the rule as regulators move to revise it, or further delay implementation July 4, 2017 | by Mike Scarcella | ThinkAdvisor   The U.S. Labor Department late Monday urged a federal appeals court to largely uphold Obama-era regulations that confronted…

Financial Advisor to Chair FSI Board of Directors June 29, 2017 | The DI Wire The Financial Services Institute, a trade organization that represents independent financial advisors and financial services firms, has elected new directors for its 2018 board of directors. The new directors include Ed Forst, president and CEO of Lincoln Investment Planning; Chris…

Why Warren Buffett Just Invested in This $2.6 Trillion Industry, and How You Can, Too Here's why net lease real estate could be a smart addition to your portfolio. June 27, 2017 | by Matthew Frankel | The Motley Fool Net-lease real estate investment trust Store Capital (NYSE:STOR) recently announced that Berkshire Hathaway (NYSE:BRK-A) (NYSE:BRK-B), the conglomerate led by Warren Buffett, had made a…