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- Deals for nonlisted REITs pick up as deadlines approach
A rebound in the property market is generating activity among nonlisted real estate investment trusts, as many companies come up against deadlines to return money to investors. "All indications are that investment bankers will be very busy. There will be mergers and acquisitions, there will be [initial public offerings] and there will be secondary offerings," said Daniel Goodwin, chairman and CEO of The Inland Real Estate Group of Cos., the largest sponsor of nonlisted REITs. Bloomberg Businessweek
(3/7)     
| Policy Update
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- FINRA's bonus proposal gains support of big brokerages
The four biggest retail brokerages are all supporting the Financial Industry Regulatory Authority's new plan to mandate that brokerages disclose to clients any "enhanced compensation" they pay to brokers. The comment period for the rule ended last week, although it must be approved by the Securities and Exchange Commission before it can become law. The Wall Street Journal
(3/11)
- Fiduciary rule is seen as key SEC consideration for White
Mary Jo White has outlined her priorities for the Securities and Exchange Commission, including a focus on a fiduciary rule for investment advisers and broker-dealers, before the Senate banking committee. White, President Barack Obama's nominee to lead the SEC, also highlighted a need for the agency to strengthen its enforcement role and complete Dodd-Frank Act rules. AdvisorOne
(3/11)
| Industry News
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- U.S. ranks 19th on index of retirement quality
The cost of health care and the government's diminishing ability to support retirees resulted in a U.S. ranking of 19th on the Natixis Global Retirement Index, which measures quality of life. Norway and Switzerland were among several European nations, as well as Japan, that outranked the U.S. In contrast to many other countries, "in the U.S., we encourage workers to plan, save and invest, and promote policies that help them meet their future needs," said John Hailer of Natixis Global Asset Management. Financial Advisor online
(3/7)
| Income Planning
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- The ins and outs of asset-location prioritization
An increase in retirement-savings vehicles for taxpayers invites a discussion of not which asset classes should be owned and in what amounts but where those asset classes should be held, Michael Kitces writes. Studies indicate that good asset location can average about 20 basis points of "free" return and as much as 52 basis points for retirees. "[T]he benefits of asset location are becoming so recognized that a new array of low-cost variable annuities are coming to the marketplace to serve as an asset location vehicle by allowing clients to 'buy' tax deferral buckets for a reasonable price," Kitces writes. Nerd's Eye View blog
(3/6)
- Survey: Advisers recommend mutual funds most often
A survey of 300,000 financial professionals by Advisors Perspective found that mutual funds are the most commonly recommended investments, followed by common stocks, exchange-traded funds and variable annuities. Half of the surveyed advisers said they recommend real estate to clients, while 37% recommend fixed annuities, the survey found. National Underwriter Life & Health
(3/7)
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