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January 24, 2013
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Advocating Direct Investments through Education

  Top Stories 
  • Merger of nontraded REIT might deliver 42% return
    Shareholders of Cole Credit Property Trust II are expected to receive a yield of 20% to 42% when the nontraded real estate investment trust merges with Spirit Realty Capital, a REIT listed on the New York Stock Exchange. There will be no internalization or transaction fee paid to Cole, according to a presentation to investors. Dividend payment will continue without disruption. InvestmentNews (free registration) (1/22), Bloomberg (1/22) LinkedInFacebookTwitterEmail this Story
  Policy Update 
  • What FINRA will be watching in 2013
    Suitability and complex products, mortgage-backed securities and nontraded real estate investment trusts are among 10 products and issues the Financial Industry Regulatory Authority says it will focus on this year in its exams. AdvisorOne (1/18) LinkedInFacebookTwitterEmail this Story
  • SEC chief says she'll focus on Dodd-Frank progress
    The head of the Securities and Exchange Commission says she's working to make progress on priorities, topped by Dodd-Frank regulations. "The retail investing landscape has become increasingly complex, populated by products, strategies, technologies, opportunities and risks that simply didn't exist just a short time ago," Elisse Walter says. AdvisorOne (1/21) LinkedInFacebookTwitterEmail this Story
  • CFPB could seek a role in retirement policy
    The Consumer Financial Protection Bureau is exploring whether it has any authority over Americans' retirement savings and investments, says Richard Cordray, the agency's director. The CFPB is concerned that consumers might become victims of financial scams, sources say. Bloomberg (1/18) LinkedInFacebookTwitterEmail this Story
  Industry News 
  • Wells postpones new nontraded REIT products
    Wells Real Estate Funds has suspended the sale of new nontraded real estate investment trust offerings because of a "lack of clarity" from the Financial Industry Regulatory Authority on REIT regulation. "We have decided to postpone new product registration pending greater regulatory clarity," according to the firm. Financial Advisor online (1/16) LinkedInFacebookTwitterEmail this Story
  • Political dysfunction is biggest worry of advisers' clients
    The most urgent concern of financial advisers' wealthy clients is the inability of U.S. politicians to compromise on taxes and spending, according to two surveys. A survey by UBS Wealth Management Americas found affluent clients frustrated about "fiscal cliff" negotiations. A Reuters survey of advisers found that many of their clients feel the same way. Reuters (1/18) LinkedInFacebookTwitterEmail this Story
  • CNL Financial marks 40th anniversary
    CNL Financial Group and its hometown, Orlando, Fla., are celebrating the company's 40 years in business. CNL's origins date to 1973, decades before the city grew into a metropolitan center. "I always thought Orange Avenue would be a great place to do business, but I never thought we would be the terminus on Orange Avenue," Executive Chairman Jim Seneff said. CNL is a private investment manager that provides global real estate and alternative investments. Freeline Media (Orlando, Fla.) (1/9) LinkedInFacebookTwitterEmail this Story
  Income Planning 
  • How target-date funds can fall short
    Investors are flocking to target-date funds, but some experts warn that the funds' annual returns are lower than many people will need for building up sufficient retirement savings. Over the past five years, the average fund with 2015 as the target date grew just 2% a year, while standard planning models are based on 6% returns. Possible solutions, experts say, include choosing a fund with a later date and directing new 401(k) contributions into higher-risk investments. The Wall Street Journal (1/21) LinkedInFacebookTwitterEmail this Story
  Business Best Practices 
  • Online platforms challenge financial advisers
    Financial advisers are facing a growing challenge in attracting and keeping clients from Internet firms that offer investments, financial planning and advice. Since the financial crisis, many wealthy investors have shifted assets from fee-based advisers to inexpensive, self-directed accounts, according to Cerulli Associates. InvestmentNews (free registration) (1/20) LinkedInFacebookTwitterEmail this Story
  IPA Member Information 
  • Guide to Understanding REITs is IPA's newest client-education piece
    View the brochure. Order your supply. Be sure to check out additional educational offerings that IPA provides for members. Let us be your resource for all direct-investment educational needs. LinkedInFacebookTwitterEmail this Story
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