Newport Beach

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  Nontraded REITs: Friend or Foe?

  By Joyce Hanson, AdvisorOne  |  April 29, 2013

  Nontraded REITs may be unsuitable for older investors because of their need for liquidity, but they have their defenders in today's booming real estate market.

• Research Affiliates, WisdomTree Settle Dispute

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  Research Affiliates and WisdomTree Investments said they recently reached a settlement regarding patent infringements and that Research Affiliates will pay WisdomTree $700,000 and withdraw its lawsuit.

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  Research Affiliates, WisdomTree Settle for $700,000

  By Janet Levaux, AdvisorOne  |  November 8, 2012

  The ETF provider WisdomTree will receive the one-time payment, and the parties pledge not to sue each other for the next eight years over indexes and strategies.

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  For Big Banks, It’s a Case of Bill Gross vs. Gundlach, KBW, et al

  By Joyce Hanson, AdvisorOne  |  January 27, 2012

  In the case of Too Big to Fail vs. Market Expectations, it looks like negative market expectations are winning out against the big U.S. banks.

• PIMCO Launches Fund to Hedge Inflation Risk

  By John Sullivan, AdvisorOne  |  September 20, 2011

  PIMCO announced Tuesday it has launched the PIMCO Inflation Response Multi-Asset Fund. According to the company, the fund is for investors 'looking to hedge global inflation risks and take advantage of returns that inflation dynamics offer.'