Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.
Non-Traded REIT’s
2013 is on track to break records
With $12.9 billion raised through August 31 and projections of $18 billion by yearend, the non-traded REIT sector has outstripped its previous record of $11.7 billion, set in 2007. If t...
For many years closed-end fund (CEF) investors have looked at return of capital (RoC) in CEFs either as negative, because it can be thought of as eroding the fund’s net asset value (NAV), or as positive because it can be used for tax-deferred ...