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- Merrill Lynch sells nontraded REIT, citing mass-affluent demand
Bank of America Merrill Lynch has begun selling the Jones Lang LaSalle Income Property Trust, a nontraded real estate investment trust. The offering marks the first time a major wirehouse has sold a nontraded REIT. "We believe there is significant demand for an attractive, direct core real estate investment product among mass-affluent investors," said Keith Glenfield, head of alternative investments at Merrill Lynch. InvestmentNews (free registration)
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Policy Update
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Industry News
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Income Planning
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- Number of alternative mutual funds soars
Mutual fund operators are attempting to mimic the success of hedge funds by offering alternative mutual fund options. The alternative funds, which can include strategies like shorting or investing in complex derivatives, have seen sharp growth in recent years. More than half of these alternative mutual funds have been founded since 2008, according to Morningstar. Financial Advisor online
(12/26)
- A formula for shielding fixed income from inflation
Inflation can signficantly reduce a retiree's purchasing power, retirement planner Henry Hebeler writes. A solution, he writes, is to multiply the after-tax value of one's annual fixed-income amount by one's age, then divide the result by 100. That's the amount it's safe to spend, and the rest should be invested. "[I]f you spend all of your after-tax pension or annuity each year, you are likely to lose over half of the purchasing power before you die," he writes. MarketWatch/The RetireMentors blog
(12/27)
- How to wean clients from their overweight cash positions
Clients who want to maintain an overweight position in cash but still generate single to mid-teen returns can be a challenge, writes Dan Richards, a faculty member in the MBA program at the University of Toronto. He offers four tips to gently move such clients off of some of their cash holdings -- be empathic, take baby steps, look at alternatives to stocks and show them star investor Warren Buffett's bearish take on the bond market. Advisor Perspectives
(12/26)
Business Best Practices
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- Tech developments that advisers can expect this year
Clients increasingly will demand mobile applications in 2013, experts say. Integrating technology, outsourcing specialized work and increasing social media activity are among other top technology trends for advisers this year, Joyce Hanson writes. AdvisorOne
(12/19)
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