Real Estate Investment Trusts have suffered over the past year, thanks to rising interest rates, ending a seven-year rally, but there are still pockets of strength.

Origin Investments isn’t bound by strict boundaries and is eyeing expansion into other U.S. markets.

The CIO of Legg Mason’s Western Asset Management says that despite the prevalent view, inflation is not rising significantly, and the “reflation trade” has gotten ahead of itself. The best opportunities? Emerging market debt.

Trusts and estate lawyers are facing high-class problems, EP Wealth Advisors names a new CEO and 280 CapMarkets launches 280 BestX document support.

In the rarefied world of wealth management, Xapo is known for a client list studded with family offices.

Maybe they’ve been liking them too much.

On an aggregate level, assets in so-called “smart beta” ETFs are much larger than those in active, leveraged and inverse ETFs. But the picture is more nuanced when broken down by asset class.

Recent tax law changes make for a particularly interesting time to explore PPLI.