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Commercial Investment Real Estate
Jan/Feb 2005
Ronald L. Raitz
The ABCs of TICs TIC deals offer individual investors the opportunity to pool funds, secure more financing, and take on ownership interests without property management headaches. Learn the fundamentals of this 1031 exchange strategy. mark for My Articles similar articles
National Real Estate Investor
May 1, 2006
15th Annual Top Lenders Survey: Rankings of Direct Lenders and Financial Intermediaries Results reflect total dollars financed or arranged in commercial real estate during the 2005 calendar year. Direct Lenders: Bank of America... Wachovia... Wells Fargo... Financial Intermediaries: Bank of America... Holliday Fenoglio Fowler LP... etc. mark for My Articles similar articles
National Real Estate Investor
May 1, 2005
NREI's Top 40: The Biggest Lenders and Intermediaries Direct Lenders: Bank of America/Banc of America Securities LLC... Wachovia... KeyBank Real Estate Capital... GMAC Commercial Mortgage Corp... etc. mark for My Articles similar articles
National Real Estate Investor
May 1, 2008
Top 40 Financial Intermediaries List of the top 40 financial institutions ranked by total amount arranged in 2007. mark for My Articles similar articles
Financial Advisor
September 2006
Gaining Ground Investors are clamoring for Tenant-in-Common 1031 exchange private placement deals. Part of the demand is being driven by retiring baby boomers unloading headaches associated with investment real estate and seeking to defer capital gains taxes, sponsors say. mark for My Articles similar articles
National Real Estate Investor
June 1, 2005
Joe Gose
Riding the TIC Wave Virtually non-existent only a few years ago, the tenant-in-common structure has become the hottest investment vehicle in real estate. mark for My Articles similar articles
National Real Estate Investor
September 1, 2008
2008 ASHA 50 Owners American Seniors Housing Association's (ASHA's) list of the nation's largest seniors housing owners. mark for My Articles similar articles
Registered Rep.
November 1, 2007
America's Top 100 Independent Advisors A list of the Top 100 independent broker/dealers in the industry, ranked by assets under their management. mark for My Articles similar articles
National Real Estate Investor
September 1, 2008
2008 ASHA 50 Managers American Seniors Housing Association's (ASHA's) list of the nation's largest seniors housing managers. mark for My Articles similar articles
Registered Rep.
February 1, 2006
Jennifer Popovec
Getting Real About Real Estate Savvy retail advisors are moving their clients beyond listed REITs and into nontraditional real estate investments like "private" REITs and tenant-in-common programs (TICs), which, because they don't trade, aren't volatile and offer attractive yields. mark for My Articles similar articles
Investment Advisor
May 2010
Melanie Waddell
At the Pinnacle This year's list of the top 50 women in wealth management. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2006
Beth Mattson-Teig
Hands-Free Investments Non-direct real estate investment choices run the gamut from tenancy-in-common interests and real estate investment trusts to net-lease properties and mutual funds. Today's commercial real estate clients seek high-quality, no-hassle deals. mark for My Articles similar articles
Registered Rep.
April 1, 2008
First Allied Securities A conversation with Keith Gregg, president and co-CEO of First Allied Services in San Diego, California. mark for My Articles similar articles
Financial Advisor
May 2005
Gail Liberman
Understanding Real Estate Exchange Deals Here are some guidelines to help financial advisors assess the value of 1031 real estate exchanges. mark for My Articles similar articles
Investment Advisor
September 2008
Eric Schwartz
B/D or RIA? The Case for the Flexible B/D How independent broker/dealers and advisors can thrive by leveraging the trends of the future. mark for My Articles similar articles
Registered Rep.
January 1, 2008
Independent Advisor Services, LPL Bill Dwyer President A conversation with Bill Dwyer, President of LPL Financial Services in San Diego, California, a financial services firm with $231.8 billion in client assets under management. mark for My Articles similar articles
National Real Estate Investor
March 1, 2003
Beth Mattson-Teig
A 1031 Exchange Vehicle for Small Investors Investors have long used 1031 Exchange deals to defer taxes when swapping old properties for new ones in their portfolios. Now, thanks to a 2002 Internal Revenue Service ruling, the pool of commercial properties has expanded greatly for small investors. mark for My Articles similar articles
Registered Rep.
November 1, 2006
The Biggest Indie Platforms There are literally thousands of broker/dealers. Here is a list of the 20 largest: Linsco/Private Ledger... HD Vest Financial Services... Raymond James Financial Services... etc. mark for My Articles similar articles
Financial Planning
May 1, 2006
Marianne Czernin
Don't Let Simple Things Trip You Up! Financial professionals must take the time to make sure they understand what the various regulatory organizations require them to do before they actually do it. They shouldn't go it alone, or they could find themselves in the same situations as these reps. mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2008
C. Grant Conness
TIC Outlook While the current economy is causing the tenancy-in-common industry to face some adversity and growing pains, there is still hope for the sector's future. By examining the industry's past and present, an industry insider predicts a strong future. mark for My Articles similar articles
Registered Rep.
May 1, 2006
Jennifer Popovec
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents. mark for My Articles similar articles
Investment Advisor
June 2006
Kathleen M. McBride
Stretched For broker/dealers who are already stressed, dually registered advisors are a challenge being met in varied ways. mark for My Articles similar articles
Investment Advisor
August 2010
Thomas D. Giachetti
The Compliance Coach: Independent Advisors: Don't Violate the Protocol There are two major issues for a registered representative to consider when deciding to leave a firm and go independent. The first is how to leave. The second is appropriate registration and ongoing regulatory complance requirements. mark for My Articles similar articles
Registered Rep.
June 1, 2007
The Great Re-Sell How will registered reps re-position themselves with clients who have fee-based brokerage accounts? mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2015
Sara Drummond
Commercial Real Estate Crowdfunding Find out how it really works. mark for My Articles similar articles
Registered Rep.
December 8, 2015
2015 Broker Report Card: How National Brokerage Firms Stack Up REP.'s 25th annual Broker Report Card is the survey that lets advisors from the six major national brokerages rate their employers across a range of factors mark for My Articles similar articles
Financial Planning
December 1, 2012
Donald Jay Korn
Hot Swap: Property Exchanges for Retiring Baby Boomers As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments. mark for My Articles similar articles
BusinessWeek
February 13, 2006
Peter Coy
Getting A Slice Of The Commercial Market Unusual property plays may look promising, but beware the high fees and lack of liquidity. mark for My Articles similar articles
Investment Advisor
July 2008
James J. Green
Further Integration at Fidelity Registered independent advisors and broker/dealer arms at Fidelity announce a joint program. mark for My Articles similar articles
Investment Advisor
June 2009
James J. Green
Best of Times, Worst of Times Securities America and Capital Analysts have responded to the financial crisis in quite different ways. But they're also quite similar in how they're proactively changing their business models to help reps and the home office thrive mark for My Articles similar articles
Commercial Investment Real Estate
Nov/Dec 2008
Norbut et al.
Maneuvering the Market Everyone is focused on the fact that the economy and the credit crisis have slammed the door on commercial real estate transactions, but in the darkness there are a few sliver of light. Discover how three industry sectors are navigating mixed economic signals. mark for My Articles similar articles
Registered Rep.
September 1, 2004
Will Leitch
For Advisors, 2003 Was a Better Year The fortunes of advisors took a turn for the better in 2003, according to the annual report from the Securities Industry Association. mark for My Articles similar articles
Investment Advisor
September 2009
Broker/Dealer of the Year, Division II Quick company stats of The Investment Center. mark for My Articles similar articles
Registered Rep.
June 7, 2011
Diana Britton
Advisor Group in Talks to Acquire Smaller B/D Independent broker/dealer network Advisor Group is talking to a number of small and mid-sized broker/dealers that the company would consider purchasing. mark for My Articles similar articles
Investment Advisor
September 2008
Melanie Waddell
Striking While the Iron Is Hot Under the direction of Ron Fiske, Fidelity's HybridOne platform aims to serve the booming dually registered market. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Raymond James Financial Services A conversation with Dick Averitt, chairman and CEO of Raymond James Financial Services in St. Petersburg, Florida. mark for My Articles similar articles
Investment Advisor
March 2006
Melanie Waddell
Piling On Keeping up with compliance chores will continue to occupy a substantial portion of advisors' time, as industry officials and observers are steadfast in their belief that regulatory scrutiny by the SEC and NASD isn't going away. mark for My Articles similar articles
Registered Rep.
March 31, 2015
Diana Britton
The Rare Prop Product In REP.'s fifth annual Independent Broker/Dealer Report Card, only 19 percent of 2,058 advisors surveyed said they sell in-house or proprietary products. mark for My Articles similar articles
Food Engineering
May 1, 2006
CSIA Food & Beverage Specialists Control System Integrators Association translates the "promise of technology into performance on the plant floor" for companies in all major manufacturing sectors. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Wachovia Securities Financial Network A conversation with John Peluso, head of Wachovia Securities Financial Network, in St. Louis, Missouri. mark for My Articles similar articles
OCC Bulletin
September 5, 2002
Investment Portfolio Credit Risks: Safekeeping Arrangements This guidance alerts banks to the potentially significant credit risks they incur when safekeeping investment portfolio assets with third parties, such as brokers, broker/dealer firms and banks. mark for My Articles similar articles
Registered Rep.
June 27, 2011
Diana Britton
The Good, the Bad and the Ugly It seems like every week, another independent broker/dealer goes under or up for sale because of a bad private placement or other problematic alternative investments. All that turmoil has left a pool of advisors out in the cold, looking for new firms to call home. mark for My Articles similar articles
Registered Rep.
January 1, 2008
Securities America Steve McWhorter CEO A conversation with Steve McWhorter, CEO of Securities America, a financial services firm in LaVista, Nebraska, with 1,750 registered representatives. mark for My Articles similar articles
Investment Advisor
June 2009
Russ Diachok
Coming to an RIA Near You One of the scenarios arising from the financial crisis and frauds like the one perpetrated by Bernie Madoff will be greater regulation of broker/dealers. mark for My Articles similar articles
Registered Rep.
July 23, 2012
Diana Britton
Virgin Banks Few community banks and credit unions offer wealth management services to their customers. But many of these firms are struggling and looking for new sources of income. Broker/dealers are finally tapping these untouched firms with revenue-sharing partnerships. mark for My Articles similar articles
On Wall Street
August 1, 2013
Alan J. Foxman
Legal Expert Discusses Commission Contracts Our legal expert discusses how to make sure you re getting your due in commissions. mark for My Articles similar articles
Registered Rep.
October 1, 2004
Will Leitch
The Rep's Ugly Friend As the industry continues its inexorable march toward "wealth management," advisors have had to add new tools to their workbenches. Among all of them, reps seem to have the most trouble getting comfortable with life insurance. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2006
Jennifer Norbut
TIC Talk A commercial real estate expert takes time out to discuss tenancy-in-common strategies. mark for My Articles similar articles
Financial Advisor
April 2010
Gail Liberman
Shaky Ground Tenant-in-common 1031 exchanges, private placement deals heavily hyped to financial advisors during the real estate boom, are drawing action by state and federal regulators. mark for My Articles similar articles
Registered Rep.
May 2, 2011
Diana Britton
Top LPL Advisor Leaves to Start His Own B/D, Eyes Acquisitions Registered Rep.'s top-rated 2010 independent broker/dealer advisor Ron Carson has announced plans to leave LPL Financial mark for My Articles similar articles