Mark Quam came from the non-traded REIT world, so he knows how hard it is to make money in that space. But he also understands the downsides to the investment—high fees, limited liquidity, and little transparency.
Ah, memories. Remember when endowment-style investment was all the rage? You know, before the market meltdown of 2008-2009? Those were the days when investors clamored for portfolios that looked like those managed for the benefit of Harvard and...
Bankruptcy among holders of the Certified Financial Planner designation has been rising at a startling rate in the past four years. The number of cases that the CFP Board of Standards reviews has risen from just one in 2008 to eight in 2009, 20 in...
When someone mentions manufactured housing, you probably don't think of clean, well-kept communities owned and operated by REITs. Instead, you likely envision rundown, trashy trailer parks those widely disdained as aluminum ghettos. When folks...
Two executives with deep roots in the registered investment advisor industry are looking to aggregate a broad swath of RIAs in the latest effort to squeeze better deals out of custodians and fund managers.
A $4 million revenue producing team from Wells Fargo Advisors Financial Network (FiNet) has jumped ship to Raymond James Financial Services, the firm’s independent contractor unit.
Very few "terminated" brokers find work again in the industry,
regardless of circumstances. What firms will hire them? Author and
financial advisor Josh Brown looks at the numbers to find out.