REITs

The firm invested the widow's money in oil and gas securities, real estate investment trusts and other investments that did not square with her conservative risk profile, her lawyer argued.

The West maintained its lead with the country's highest overall growth rate, though there may be signs that it is faltering.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

Many dividend-focused funds use methodologies that exclude real estate investment trusts.

Here are some traditional and under-the-radar ways to help clients earn more after taxes.

FINRA rejected the advisor's claims as the firm resolved two longstanding compliance issues.

Stockholders had alleged “false and misleading” financial statements.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

The case marks the second one this month involving the newly acquired IBD.

Managers in the space have been raising cash at their fastest pace since 2013.

These funds can affordably provide clients with REIT exposure.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

The $814 billion Beijing-based investment firm has more than a third of its portfolio in alternative assets.

The magnate's fallen empire included RCS Capital, the onetime parent of Cetera Financial Group.

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

A handy guide for advisers, legislators and regulators to decode the jargon used to talk about issues important to the planning profession.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.