Publications
Financial Advisor Magazine
Cornerstone Real Estate Investment Funds sold through Pacific Cornerstone Capital Inc. have joined other REITs in experiencing a drastic drop in value in recent months. The White Law Firm in Chicago is investigating the broker-dealers who sold the Cornerstone shares…
Financial Planning: Investing in TICs? Proceed with Caution
Advisors with clients who want to move money into real estate investments known as tenant-in-common offerings under section 1031 of the Internal Revenue Code need to be wary…
Investment News: SIFMA, FINRA Clash Over Deadbeat Brokers
The Securities Industry and Financial Markets Association wants Finra to crack down on deadbeat brokers who have failed to pay back promissory notes…
Investment News: Thinkorswim Users Sue TD Ameritrade
TD Ameritrade Inc. has been hit with an $8 million arbitration claim by a group of options traders who say they lost money last summer during final integration of the thinkorswim trading platform…
San Diego Reader: Graybeards Beware
Beware nontraded real estate investment trusts. That advice was issued early this month by the Financial Industry Regulatory Authority, the nongovernmental regulator of securities firms…
InvestmentNews: Investors in David Lerner REITs
Investors who want to redeem their shares in the Apple family of non-traded REITs marketed by David Lerner Associates Inc., which has become the target of a regulatory action, may be out of luck…
