real estate investment trusts

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  FINRA: BDs Have a Failure to Communicate on Nontraded REITs

  By Melanie Waddell, AdvisorOne  |  May 6, 2013

  FINRA warned broker-dealers Friday that they were failing to properly communicate to investors the potential pitfalls of nontraded REITs.

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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.

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  LPL to Pay Up to $2.5M in Nontraded REITs Case

  By Janet Levaux, AdvisorOne  |  February 7, 2013

  The violations took place between 2006 and 2009 in Massachusetts, regulators say.

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  REIT Outperformance to Continue in 2013

  By John Sullivan, AdvisorOne  |  January 31, 2013

  REITs are an alternative yield investment, says Brackton Helms.

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  Top Portfolio Products: Fidelity to Disclose Additional Money-Market Fund Data

  By Marlene Y. Satter, AdvisorOne  |  January 18, 2013

  Portfolio-related developments over the last week include the closure of Fidelity’s Small Cap Discovery Fund to new investors and an advisor change by Vanguard on its International Value Fund.

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  Why REITS Have Been on a Tear

  By Gil Weinreich, AdvisorOne  |  January 6, 2013

  Depressed prices, limited supply and a feverish quest for yield are just some of the factors that have propelled real estate to outperformance.

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  S&P’s Stovall: Pleasing Market Tally for 2012, Warning for 2013

  By Gil Weinreich, AdvisorOne  |  January 2, 2013

  Substantial gains across asset classes in 2012 confirmed the old adage about the market ascending a wall of worry. But the certainty of political fighting over spending cuts in the first quarter should provide market entry opportunities to those who missed last year's ride.

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  Where to Invest if Rates Rise—Searching for Alpha for December 2012

  By Ben Warwick, Quantitative Equity Strategies  |  December 3, 2012

  How we may change our portfolios if rates head higher, with market index performance for November 2012.

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  State Street Makes Case for ETFs in Obama’s Second Term

  By Joyce Hanson, AdvisorOne  |  November 8, 2012

  Targeted ETFs to consider in 2013 include REITs, munis and health care, says David Mazza, State Street’s head of ETF investment strategy.

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  Top Portfolio Products: Vanguard Introduces New Fund, ETF

  By Marlene Y. Satter, AdvisorOne  |  October 19, 2012

  New products introduced over the last week include a new short-term TIPS index fund and ETF from Vanguard and a suite of new and existing ETFs from iShares.