Service Provider News & Perspectives

July 10, 2024

Why Taylor Swift ’s Career Is A Masterclass In Alternative Investment

There are 10 ways where Taylor Swift is like an alternative investment. Let’s dive in.

July 10, 2024

Why Custom Marketing Matters: Beyond The Template

Here’s why customized marketing materials are crucial and how we approach the creation of bespoke content that truly reflects the uniqueness of each client.

July 3, 2024

The Importance of Consistent Communication in Financial Advisor Relationships

Staying in front of financial advisors consistently is not just a marketing tactic; it's a strategic approach that builds long-term relationships and trust.

July 2, 2024

XAI Octagon Floating Rate & Alternative Income Trust Declares its Monthly Common Shares Distribution and Quarterly Preferred Shares Dividend

XAI offers custom product build and consulting services, including development and market research, sales, marketing, fund management and administration.

June 26, 2024

Strategy Is Nothing Without Implementation

By collaborating with a third party like us, you gain access to a broader range of expertise and resources, ensuring that your strategy is not just a document but a dynamic, actionable plan leading to measurable success.

June 21, 2024

AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP

Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.

June 19, 2024

Enhancing Collaboration With Compliance: Practical Steps For Success – Part Two

At Marketing Intent, we understand the nuances of navigating the compliance landscape within the alternative investment sector.

June 12, 2024

I Don’t Want To Pay Taxes, There Is An “Alt” For That

Investing in energy partnerships offers benefits such as diversification and the opportunity to take advantage of meaningful tax deductions and investor returns.

June 12, 2024

Kevin Davis Joins XA Investments as Head of Sales & Distribution

Mr. Davis brings a wealth of alternative investment expertise to bear in leading XAI’s distribution efforts in the interval fund and closed-end fund marketplace.