Financial Advisers Increasingly Turn to Alternative Investments Amid Stock and Bond Declines
A Broadridge adviser survey saw an 8% jump in alt investment use over the year, though many aren’t fully satisfied with available options.
Inflation Pressures and Real Estate Opportunities
Sophisticated DC Plan Investors Increasingly Turn to Real Estate
Real estate is viewed as a cyclical asset class—specifically one that has been in a relative trough for several years and which can be expected to rebound and continue to grow over the next 10 to 15 years, including in the DC plan space.
Commercial Real Estate in Question as Remote Work Continues
However, real estate investment trusts are still seen as a good investment diversifier for 401(k) participants.
State Securities Charges Highlight Potential for REIT Sales Issues
A registered representative of NEXT Financial Group is accused of manipulating key figures and data used to monitor sales of real estate investment trusts to certain client groups, allegedly rendering the monitoring efforts “meaningless.”
The Role of Alternatives
Alternatives Seen as a Panacea for Volatility
More advisers are turning to alternatives, according to a report from BNY Mellon | Pershing.