Search Results for:

You are here

Merrill, Raymond James to Return $12M in Excess 529 Plan Fees
News 1 month ago
Merrill, Raymond James to Return $12M in Excess 529 Plan Fees

The Financial Industry Regulatory Authority says Merrill Lynch and Raymond James will pay a combined $12 million in restitution to clients due to...

Share
AIG Life & Retirement to Put Its Annuities on FIDx Exchange
News 1 month ago
AIG Life & Retirement to Put Its Annuities on FIDx Exchange

The U. S. life arm of American International Group Inc. has agreed to offer annuities through the Fiduciary Exchange LLC (FIDx) Insurance Exchange...

Share
Mississippi Commissioner Returns for Fourth Term
News 1 month ago
Mississippi Commissioner Returns for Fourth Term

Mike Chaney - a Republican who has been serving as the insurance commissioner in Mississippi - easily won re-election Tuesday. Chaney defeated the...

Share
McConnell Pushes for Immediate Secure Act Vote
News 1 month ago
McConnell Pushes for Immediate Secure Act Vote

Welcome back to Human Capital! I'm Melanie Waddell in Washington. We start this edition with some breaking news. Late Tuesday, McConnell, R-Ky.,...

Share
Greystar Closes $2B Multifamily Value-add Fund
News 1 month ago
Greystar Closes $2B Multifamily Value-add Fund

CHARLESTON, SC-Greystar Real Estate Partners has made a final close on its fund Greystar Equity Partners X with equity commitments of $2 billion....

Share
Strong Acquisitions, Development Fuel CRE Hiring
News 1 month ago
Strong Acquisitions, Development Fuel CRE Hiring

NEW YORK, NY-Acquisition positions in commercial real estate now represent 9% of all CRE job postings, according to the latest SelectLeaders Job...

Share
Low Fed Interest Rate Serves As A Double-Edged Sword in CRE
News 1 month ago
Low Fed Interest Rate Serves As A Double-Edged Sword in CRE

NEW YORK CITY - For commercial real estate borrowers, low-interest rates are great, but for banks, pension funds and endowments deflated borrowing...

Share
Lease Termination Costs Could Impact Your Opportunity Zone Deal
News 1 month ago
Lease Termination Costs Could Impact Your Opportunity Zone Deal

Lease termination costs have the potential to break an opportunity zone deal. These costs are not automatically included in the substantial...

Share
Aflac Adds Group Worksite Life Product
News 1 month ago
Aflac Adds Group Worksite Life Product

Aflac Inc. has introduced a new group worksite life insurance product. Employers can offer either term life programs or whole life programs, to...

Share
Insurer Groups Ask Fed to Ease Capital Standards Comment Deadline
News 1 month ago
Insurer Groups Ask Fed to Ease Capital Standards Comment Deadline

At least three major insurance company groups strongly agree on one insurance capital standards point: They need more time to respond to a Federal...

Share
Life and Annuity Products Should Meet Same Illustration Standards: Consumer Rep
News 1 month ago
Life and Annuity Products Should Meet Same Illustration Standards: Consumer Rep

A consumer group is asking state insurance regulators to work in 2020 on making the performance illustration rules for indexed life insurance...

Share
SEC Approves Proposed Proxy Rule Changes
News 1 month ago
SEC Approves Proposed Proxy Rule Changes

A day after the White House gave formal notice to the UN that the U. S. was withdrawing from the Paris climate pact, the Securities and Exchange...

Share
Charles Schwab: ‘I Hated Commissions’
News 1 month ago
Charles Schwab: ‘I Hated Commissions’

The importance of technology and the move to zero commissions were among the main themes discussed by Schwab chairman and founder Charles Schwab...

Share
Yeah, It's Cold Out There: More Life and Annuity Issuers to Wall Street
News 1 month ago
Yeah, It's Cold Out There: More Life and Annuity Issuers to Wall Street

Three more big individual life and annuity issuers - Prudential Financial Inc., Athene Holding Ltd. and Brighthouse Financial Inc. - have released...

Share
Morningstar Rolls Out New Ratings System
News 1 month ago
Morningstar Rolls Out New Ratings System

Four months after news broke that changes were coming, the Morningstar Analyst Rating system for funds is now in place with a new methodology. The...

Share
Half of Donors Have Changed Giving Strategy Since Tax Reform: Fidelity
News 1 month ago
Half of Donors Have Changed Giving Strategy Since Tax Reform: Fidelity

Tax reform has prompted many taxpayers to change the way in which they make charitable donations, Fidelity Charitable reported Tuesday. Half of...

Share
Tidbits
News 1 month ago
Tidbits

Technology is advancing at warp speed on so many fronts. For example, the Apollo 11 computer had a processor which ran at 0.043 MHz. The latest...

Share
ExchangeRight Sells Net Lease Portfolio for $41.6M
News 1 month ago
ExchangeRight Sells Net Lease Portfolio for $41.6M

PASADENA, CA⁠-ExchangeRight has sold a 13-asset net-leased, necessity retail portfolio for $41.6 million on behalf of its investor owners. Under...

Share
Aegon Real Assets Launches Opportunity Zone Platform
News 1 month ago
Aegon Real Assets Launches Opportunity Zone Platform

CEDAR RAPIDS, IA-Aegon Real Assets US has closed on its first multifamily residential real estate development located within a designated...

Share
SRI Portfolios at 4 Robo-Advisors Top Traditional Portfolios: Q3 Robo Report
News 1 month ago
SRI Portfolios at 4 Robo-Advisors Top Traditional Portfolios: Q3 Robo Report

One of the key highlights from Backend Benchmarking's third-quarter Robo Report is the outperformance of socially responsible digital portfolios....

Share
Medical Properties Strikes Hospital Sale Leaseback Deal for $700M
News 1 month ago
Medical Properties Strikes Hospital Sale Leaseback Deal for $700M

BIRMINGHAM, AL-Medical Properties Trust has struck a deal with one of the largest acute care operators in the US to acquire 10 of its hospitals for...

Share
Senator Booker, Reps. Cleaver and Kind Call for Treasury Probe of Opportunity Zone Implementation
News 1 month ago
Senator Booker, Reps. Cleaver and Kind Call for Treasury Probe of Opportunity Zone Implementation

WASHINGTON, DC-A group of US lawmakers, including New Jersey Sen. Cory Booker, are calling for a review of all "certified opportunity zones for...

Share
What Factors are Undervalued in Economic Analysis, Forecasting?
News 1 month ago
What Factors are Undervalued in Economic Analysis, Forecasting?

LOS ANGELES-"This is probably the most confusing time we have had." So said Hessam Nadji, president and CEO of Marcus & Millichap, who is a widely...

Share
Medical Properties Trust Reveals Record-Breaking Year-to-Date
News 1 month ago
Medical Properties Trust Reveals Record-Breaking Year-to-Date

BIRMINGHAM, AL - Medical Properties Trust Inc. (MPT), a self-advised REIT, revealed its successful third-quarter report and outlined its record...

Share
ORIX Corp USA Acquires Hunt Real Estate Capital
News 1 month ago
ORIX Corp USA Acquires Hunt Real Estate Capital

NEW YORK CITY - ORIX Corporation USA, a global financial services firm and subsidiary of Japan-based ORIX Corporation, has acquired Hunt Real...

Share
Capital One Provides $285M Bridge Loan for Senior Living Portfolio
News 1 month ago
Capital One Provides $285M Bridge Loan for Senior Living Portfolio

VIRGINIA - Capital One has closed a $285 million bridge loan to refinance Prime Care LLC's senior living portfolio. The portfolio consists of 13...

Share
New Considerations When Buying and Selling San Francisco Apartment Buildings
News 1 month ago
New Considerations When Buying and Selling San Francisco Apartment Buildings

Whether you are an owner of a San Francisco apartment building or an investor looking to acquire an apartment building in San Francisco, there are...

Share
A Two-Tier Apartment Market in the US
News 1 month ago
A Two-Tier Apartment Market in the US

So far this year, three states, California, Oregon and New York have enacted sweeping rent control laws in their states. These new laws cap annual...

Share
New Senior Strikes Deal to Sell Portfolio for $385M
News 1 month ago
New Senior Strikes Deal to Sell Portfolio for $385M

NEW YORK-New Senior Investment Group has struck a deal to sell its entire assisted living and memory care portfolio for $385 million. The company...

Share
How Opportunity Zones Change the Conversation
News 1 month ago
How Opportunity Zones Change the Conversation

Opportunity Zones aren't a magic bullet to solve all of an area's ills or help floundering deals start penciling out. But Quinn Palomino, CEO of...

Share