President Donald Trump has proposed slashing federal taxation. The highest personal tax rate would fall to 35% from 39.6%, while the standard deduction would double, and the rate for corporations and most small businesses would decline to 15%.
The Securities and Exchange Commission is asking financial firms to comment by May 16 on a proposal to require reporting of financial data through Inline eXtensible Business Reporting Language. The proposal would require firms to embed XBRL data in filings, rather than submit XBRL data separately.
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The IPASummit 2017 is the essential event of the year: a deep dive into regulatory and legislative affairs, culminating with Congressional meetings on Capitol Hill. Attendees will speak directly with senior leadership at the most influential broker-dealers and discuss the impact of the new administration's agenda with senior regulators and legislators. Join leaders from across the industry as we tackle the challenges and opportunities ahead of us!
Discover a wealth of investment ideas with Hines Securities Hines Securities is the broker-dealer affiliate of Hines, the international real estate investment, development and management firm. Hines Securities offers investment products to individual investors through select broker-dealers and their financial advisors and RIAs.
A unique approach to investing might be one way to address the directives for fiduciary responsibility and transparency mandated by FINRA and the Labor Department's now-delayed Fiduciary Rule, writes Beth Glavosek. Called subordinated co-investing, it involves a sponsor contributing money to offset investor fees.
Non-traded real estate investment trusts raised a total of $4.8 billion in 2016, a drop from $10.2 billion in 2015, according to Summit Investment Research. The exit of American Realty Capital and regulatory uncertainty surrounding the Labor Department's fiduciary rule were among the factors that led to the decrease.
Resource Innovation Office REIT will restructure its initial public offering, turning the $1.1 billion offering into a perpetual-life entity. As such, the company has suspended the sales of Class A and Class T shares, which will resume after the restructuring has been completed.
Language in the Department of Labor's fiduciary rule delay making the regulation go into effect on June 9 regardless of the time required to conduct a review of the rule is in direct conflict with the president's directives, experts say. The Labor Department must further delay the rule's implementation to appropriately study its costs and effects, Douglas Holtz-Eakin and Meghan Milloy of the American Action Forum write.
The Labor Department has made no recent changes to its fiduciary-rule proposal, but new exemptions might streamline compliance requirements, said lawyers Fred Reish and Brad Campbell. One exemption could aid independent insurance agents' use of commission-based business models as they work in the retirement-plan market, Reish and Campbell said.
Millennials focus more on buying a home and saving for vacation, a wedding or college compared with older generations, a Stash survey finds. Advisors who prioritize these life events are more successful working with younger clients, says Alan Moore of XY Planning Network.
Security is mostly a superstition. ... Life is either a daring adventure, or nothing.
Helen Keller, writer and activist
For over 30 years, the Investment Program Association (IPA) has supported individual investor access to a variety of
asset classes not correlated to the traded markets and historically available only to institutional investors, including:
non-listed REITs, non-listed business development companies (BDCs), energy and equipment leasing programs and real estate
private equity offerings. Direct Investment products have been held in the accounts of more than 2.8 million individual
investors. They remain a critical component of an effectively diversified investment portfolio and serve an essential
capital formation function for the U.S. economy. The mission of the IPA is advocating Direct Investments through education
and public awareness.