Service Provider News & Perspectives

June 28, 2022

Opportunity Zone Funds: Could Changes Be on the Horizon?

Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer considerable long-term tax advantages for investing in private capital. In addition, legislative…

June 27, 2022

Financial Advisors Want Alts for Everyone, According to a New CAIS Survey

Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all retail investors to have the same access as accredited investors. A majority of financial professionals, including RIAs, believe that all retail investors should have access to…

June 27, 2022

Bento Engine Scores $1.1 Million in Seed Funding

Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it finds potential advice opportunities for their clients, announced Wednesday that it had raised $1.1 million in a seed round of funding from a group of…

June 24, 2022

Three Reasons Why A Low Quality Website Hurts Your Business

Three Reasons Why A Low Quality Website Hurts Your Business June 24, 2022 | Marketing Intent Have you ever come across a company and visited their website only to be shocked by what you found? Maybe you came across jargon, outdated information, or even typos. This is why it’s so important to make sure your…

June 24, 2022

Three Audiences New Asset Managers Need To Understand

Three Audiences New Asset Managers Need To Understand June 24, 2022 | Marketing Intent Are you an asset manager that’s new to offering your products through financial advisors and the broker-dealer network? IN THIS ARTICLE, WE’LL TALK ABOUT THE VARIOUS AUDIENCES YOU’LL BE TARGETING, SO YOU CAN GET A GOOD UNDERSTANDING OF WHO’S WHO AS…

June 21, 2022

iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes

iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes June 17, 2022 | iCapital After a hawkish Fed meeting, investors are rightly worried about what rate hikes may mean for growth, and what that might mean for portfolio positioning. We still see a sustained growth slowdown–but not outright recession–as the most…

June 21, 2022

iCapital: Alternative Investments Compendium

iCapital: Alternative Investments Compendium June 21, 2022 | iCapital A comprehensive guide for understanding private capital markets, hedge funds, and cryptocurrency assets for Q1 2022. Get Report

June 13, 2022

iCapital: An Overview of Structured Products

An Overview of Structured Products June 13, 2022 | iCapital The key takeaway from this white paper is: • Structured notes and CDs enable investors to pursue a defined investment outcome, gain exposure to an asset class, or hedge existing positions. Read White Paper

June 13, 2022

Headroom in Tech Budgets Offers Long-term Upside for Private Capital

Headroom in Tech Budgets Offers Long-term Upside for Private Capital June 13, 2022 | iCapital Key takeaways from this white paper: • Current valuations for tech providers may seem high, but the headroom for increases in corporate tech expenditures suggests that this is a long-term trend to stay invested in. • Financial companies are…