Cole Real Estate Investments

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  New Hire Roundup: U.S. Bank Names Jeppson CIO of Private Client Group

  By Marlene Y. Satter, AdvisorOne  |  October 3, 2012

  This week in new hires, Mary Martuscelli joined The Private Client Reserve as west region president, and Moss Adams announced a transition in leadership.

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  Top Portfolio Products: E*Trade Launches Bond Center; Goldman Adds New Funds

  By Marlene Y. Satter, AdvisorOne  |  March 2, 2012

  The latest iShares debut, as well as details on a new REIT and the latest annuity introductions.

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  Cole Real Estate Launches Daily NAV Non-Traded REIT

  By John Sullivan, AdvisorOne  |  December 16, 2011

  Cole Real Estate Investments' latest investment offering is a non-traded REIT registered with the SEC but nonetheless tied to the fund’s daily net asset value.

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  Top Portfolio Products: Global X Adds Greece ETF; Vanguard Cuts Purchase Fee

  By Marlene Y. Satter, AdvisorOne  |  December 12, 2011

  New products introduced over the last week include a new Greece-centric ETF from Global X, a purchase fee cut on a Vanguard fund, and two new ETNs from Deutsche Bank and Invesco.

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  New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI

  By Marlene Y. Satter, AdvisorOne  |  November 2, 2011

  This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.

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  New Hire Roundup: MFS Adds Geremia and Jessee; Dearing and Ryan Go to Cole Real Estate

  By Marlene Y. Satter, AdvisorOne  |  October 6, 2011

  This week in new hires, MFS Investment Management welcomed Carol Geremia and James Jessee as co-heads of global distribution and Cole Real Estate expanded its sales team with Bret Dearing and Jim Ryan.

• Retirement Planning: Time for Non-Traded REITs?

  By Melanie Waddell, AdvisorOne  |  September 1, 2009

  Finding an asset class in the midst of a recession that will provide retiree and pre-retiree clients with exactly what they need--a steady stream of...