Service Provider News & Perspectives

February 20, 2024

4 Tips To Improve Your Banner Ads

The first step to improving your banner ads is to craft a compelling advertisement. Too often, alternative investment firms simply feature their logo and tagline, expecting viewers to click through.

February 13, 2024

Navigating The Unpredictable: Why Your Marketing Plan Should Be Agile

At Marketing Intent, we specialize in helping alternative investment firms create marketing plans that are not only well-defined but also agile.

February 7, 2024

LODAS Markets Launches Transfer Agent Offering, To List Triple Crown Realty Trust in 1Q

TCRT plans to directly list on LODASMarkets.com during the current quarter to provide liquidity opportunities to its shareholders, becoming one of 40 securities trading on LODAS’ all-electronic secondary market.

February 6, 2024

Unifying Your Alternative Investment Marketing Efforts: Why Choose Marketing Intent

Effective communication is the bedrock of successful marketing campaigns, and at Marketing Intent, we take it seriously. We pride ourselves on our commitment to keeping you in the loop at every stage of the marketing process.

January 31, 2024

Make Marketing Technology Your Friend: Simplifying Marketing For Alternative Investment Firms

The world of technology offers countless tools and solutions to simplify your operations and enhance your marketing efforts.

January 30, 2024

Alternative Investment Exchange (AIX) Reports Record 2023 Growth, Driven by Enhanced Alts Services and Expanded Client Relationships

Alternative Investment Exchange (AIX) is an end-to-end digital platform built to improve the processes related to buying, owning, and selling alternative investments.

January 24, 2024

Morningstar To Use iCapital to Help Advisors Access Alternatives

The goal is to bring the same kind of unbiased evaluation of alternative investments as Morningstar brought to mutual funds, and help advisors "see" the investments working inside the client's total portfolio.

January 24, 2024

CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors

CAIS Live intends to organize up to 100 events nationwide per year, reaching over 15,000 independent advisors,” said Matt Brown, Founder and CEO of CAIS.

January 17, 2024

Overmoon Raises $80M, Launches Tax-Deferred Exchange Program for Qualified Vacation Home Owners to Defer Taxes and Enhance Returns

Overmoon uses its extensive experience running a tech-enabled vacation rental platform to manage and keep the properties rented out, generating income for the Overmoon 721 Fund...