Stubbornly persistent inflation has altered the outlook for interest rate cuts and publicly-traded REITs paid the price in April as a result.

Raising concerns that in their aggressive hunt for higher yields, they may be discounting some pitfalls.

At its inaugural investor forum for the RIA community, the firm presented its vision of playing a bigger role as an advisor to RIA practitioners.

Just 2% of assets are offered via a Unified Managed Account framework.