Alternative investments

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

Neil Menard, group president CNL Capital Markets and president of CNL Securities, said that there is still much industry uncertainty about managing change.

The reductions will save current investors about $20 million annually, the firm says.

Post-Brexit, many clients may want to sell, but others could see the volatility as a boon.

As the U.K.’s historic vote to leave the European Union jolted markets around the world, investors responded with a mix of shock, fear and excitement.

Executives from the Alternative and Direct Investment Securities Association discuss challenges the nontraded REIT industry faces in light of the DoL's newly introduced fiduciary rule.

Pimco's $1.5 trillion in assets under management are down 25% from a high of $2 trillion in the first quarter of 2013.

ETFs are product of choice as 83% of advisers say they currently hold them in their portfolios or are recommending them to clients in the future, according to a recent survey.

The nontraded REIT industry moved to introduce a new share class following tighter regulations.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.