real estate

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  Exploring Independence

  By Ellen Uzelac  |  May 24, 2012

  On his website, independent advisor Brian Solik bluntly describes himself as a “former Wall Street broker.”

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  Bull Kiesel, Bear Shilling Clash Over Housing

  By John Sullivan, Advisorone  |  May 23, 2012

  "If housing goes down 20%, I will back up the truck and likely PIMCO will, too," Kiesel says. Shilling predicts "recessionary kinds of things" in the next three to four years.

• Commercial Real Estate: An ‘Alternative’ Goes Mainstream

  By Indraneel Karlekar  |  May 22, 2012

  Institutional investors have long recognized the advantages of including commercial real estate (CRE) in a balanced portfolio.

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  What Are Advisors Doing Wrong? Ask 3 Simple Questions

  By John Sullivan, Advisorone  |  May 22, 2012

  Three simple questions are all it takes when evaluating money managers, yet Rupal Bhansali says they’re three questions too often overlooked by advisors and clients alike.

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  5 Ways Rich and Famous Can Hide Assets

  By Michael S. Fischer  |  May 21, 2012

  Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.

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  SEC Enforcement Roundup: Real Estate Ponzi Scheme; Hawaiian Boiler Room

  By Marlene Y. Satter  |  May 17, 2012

  Continuing investigations and charges against a China-based company and its executive and a Hawaii resident and the firms he used were among the enforcement activities reported by the SEC during the week.

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  LPL Names Sallie Larsen Chief Human Capital Officer

  By James J. Green, AdvisorOne  |  May 17, 2012

  Former Fed Home Loan Bank HR executive becomes member of LPL’s executive committee.

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  3 Investment Trends of Ultra-Wealthy

  By Danielle Andrus, AdvisorOne  |  May 16, 2012

  “The portfolio allocation and investment trends reported by ultra-affluent investors often lead the broader market,” said Mindy Rosenthal of the Institute for Private Investors.

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  Top 5 Reasons to Invest in Alternative Assets

  By Kelly Rodriques  |  May 16, 2012

  Financial advisors can play a big part in an alternatives strategy, particularly with direct investments.