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Real estate always in style for the rich
Property has advantages beyond diversifying portfolios.
Robert Moore is back. And he’s focused on REITs
Cetera's former CEO launches new fund but he won't be working full-time.
Nicholas Schorsch’s former flagship REIT settles with investors for $1 billion
Mr. Schorsch's firm, American Realty Capital, will kick in $225 million as part of the settlement.
Brokerage customers winning more Finra arbitration cases
Losing money in a bull market is 'red meat' for arbitrators.
Nick Schorsch returns to public view, this time to settle up with the SEC
After keeping a low profile for past few years, one-time REIT czar re-emerges to face consequences for past wrongdoing.
Finra panel awards investors $1.16 million over sales of REITs, other complex products
Berthel Fisher CEO says firm gives clients 'excellent service and good investment advice'
Schorsch, AR Capital to pay $60 million to settle SEC charges
The former REIT czar and his firm wrongfully obtained millions linked to REIT mergers.
David Lerner Associates’ financial condition deteriorates
Firm reported 'negative net worth' of $17 million last year in recent SEC filing.
Broker-dealer pays $9.5 million to settle alternative investment claims by Native American tribe
The tribe claimed it was unaware of the $11 million in commissions paid to a former Purshe Kaplan Sterling broker.
Consider the alternative
Why alternative investments have a place in your clients' portfolios.
