On Aug. 31, major market indices will no longer bundle REITs inside of "financials" as an industry classification. Instead, they will reside in a new category called, surprise, surprise, "real estate."...More
It is important that financial advisors and wealth managers inform their clients of the benefits of second citizenships, including issues related to international diversification of financial assets as well as personal assets....More
Consulting firm Ernst & Young recently published its Global Market Outlook 2016 report, which highlights key trends in private equity real estate. Mark Grinis, global real estate fund services leader at Ernst & Young, provides insight into the top 10 issues to watch in the coming year.
Fund managers who got the axe from institutional investors or mega-funds, amidst sweeping personnel cutbacks in 2015 are wasting no time in finding treasure elsewhere, especially if they are talented real estate investors....More
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
With health care, health insurance and pharmaceutical issuers representing approximately 10% of the high-yield index, our analysts are keeping a close eye on both regulations impacting the sector and the impending U.S. presidential election,...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More