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Tricon American Homes launches the fifth securitization since mid-May secured by loans that finance institutional ownership and management of single-family residential rental homes. [ABSTRACT FROM AUTHOR]

Tricon American Homes launches the fifth securitization since mid-May secured by loans that finance institutional ownership and management of single-family residential rental homes. [ABSTRACT FROM AUTHOR]

Tricon American Homes launches the fifth securitization since mid-May secured by loans that finance institutional ownership and management of single-family residential rental homes. [ABSTRACT FROM AUTHOR]

Tricon American Homes launches the fifth securitization since mid-May secured by loans that finance institutional ownership and management of single-family residential rental homes. [ABSTRACT FROM AUTHOR]

The article reports that Alexandra Lebenthal, owner of municipal bond company Lebenthal & Co. LLC to South Street Securities. It cites that the bond buyer will acquire the ownership interest of the company but stil continue to operate as a woman-owned firm. The article also cites that Lebenthal still have ownership and the company name is retained.

The executive argues the firm's ownership structure is giving it a leg up — rather than posing the issues for advisors decried by critics. [ABSTRACT FROM AUTHOR]

A graph is presented regarding institutional and household ownership of mutual funds in billion U.S. Dollars.

The article offers information on the chief financial officer's (CFO) understanding of bank business as a result of the increasing demand of the investors, and presents the views of Harold Carpenter, CFO at Pinnacle Financial Group, on understanding the business model of the bank. Topics discussed include the interaction of investors with CFOs providing opportunities for the CFOs; and increase in the institutional ownership of banks.

The article reports on the potential for an increase in institutional investments in the financial services company Citigroup Inc. as the U.S. Department of the Treasury starts to sell its 27% stake in the company. It says the percentage of institutional ownership in Citigroup is only below 40%. Increased demand from institutional investors for Citigroup shares would likely to increase the price. Morningstar Inc. analyst Jaime Peters noted that investing in Citigroup is riskier compared with highly valued financial services companies.

Advisor compensation is one of the stickiest problems for firm owners. Ross Lawrence and Greg Hoffman of Hoffman Financial Resources solved it through equity ownership. [ABSTRACT FROM AUTHOR]

The article discusses the decision by MasterCard Inc. to let its bank shareholders sell most of their shares over the next three years. Currently they are forbidden to unload any of the shares until 2010, but the company said it wants to prevent a glut of stock from hitting the market on the fourth anniversary of its initial public offering.

Warburg Pincus is set to sell its remaining shares of National Penn Bancshares in Allentown, Pa. [ABSTRACT FROM AUTHOR]

Kearny Financial in Fairfield, N.J., is moving ahead with its second-step conversion after getting approval from the Federal Reserve Board. [ABSTRACT FROM AUTHOR]

EverBank Financial in Jacksonville, Fla., has announced the share price of a secondary public offering by two institutional stockholders. [ABSTRACT FROM AUTHOR]

Stifel Financial has found a buyer for the institutional equity business of Sterne Agee Group, the financial services firm it recently agreed to acquire. [ABSTRACT FROM AUTHOR]

One of the most successful startup banks in a generation is turning over its keys to a California bank. Institutional ownership and the prospect of slower growth may have prompted Square 1 to make the deal. [ABSTRACT FROM AUTHOR]

ACE Advisory Addresses Ways to Overcome New Regulatory and Financial Obstacles [ABSTRACT FROM AUTHOR]

The article offers author's insights on his visit at the headquarters of financial services provider Raymond James & Associates Inc., in St. Petersburg, Florida. He mentions the five business models that it offers to financial advisors such as the independent employment model for advisors who want independence with less responsibility on ownership. He says that the firm offers advisors entitlement for "Financial Advisors Bill of Rights" in which advisors are granted with client base ownership.

The author reports on the involvement of Diebold Inc. in United Technologies Corp. According to the article Diebold has turned down an offer by United Technologies to purchase the company for more than two billion dollars. The number of Diebold shares which United Technologies owns is mentioned. A U.S. Securities and Exchange Commission filing by United Technologies in March 2008 is discussed.

The article reports that Wachovia announced that it expects no more negative impact from its ownership of a reinsurance company whose ratings are being reviewed for a downgrade by Moody's Investors Service. Wachovia created the BluePoint Re Ltd. of Bermuda in November 2004, capitalizing it with $300 million.