Service Provider News & Perspectives

November 3, 2023

Rethinking Marketing To Advisors: A Tailored Approach

"It’s about being laser-focused. Targeting those genuinely intrigued by your offerings not only boosts your ROI but also increases the chances of them sharing your insights within their networks."

November 2, 2023

LODAS Markets Cuts Trading Fees for NAV REITs, Executes BREIT Trade Just 4.5% below NAV

LODAS Markets, operator of the fourth-largest alternative trading system in the U.S., announced reduced fees to trade NAV REITs* on the LODAS Marketplace...

November 1, 2023

Why “Done” Often Outweighs “Perfect”

In marketing, a common struggle often arises: How do we strike a balance between perfection and getting something done? If you’ve ever found yourself agonizing over every detail of a marketing piece, only to see deadlines whiz past, you’re not alone.

October 25, 2023

Advisors, Asset Managers Bank on Alternative Investment Growth at CAIS Summit

There’s a growing consensus that retail investor interest in alternative investments is rising, but how that translates into real investment activity remains a question...

October 18, 2023

Advent of Change

“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence....

October 18, 2023

Legitimizing Your Firm

Remember the Saturday Night Live skit with Chris Farley and “the van down by the river?” Well, recently, we had a client come to us that made us think of that, because they wanted us to help legitimize their firm so they didn’t look like they worked out of a van down by the river.…

October 18, 2023

Is Every Commercial Office Property in Trouble?

Midway through 2023, media coverage of the challenges many commercial office real estate owners are confronting has reached a feverish level. One may wonder if the sector’s current low vacancy rates and refinancing requirements will ultimately bring down our entire economy. We think not...

October 18, 2023

How Our Series 7 Securities Licenses Benefit Our Clients

You may think of a Series 7 Securities License as the exclusive domain of financial advisors. But can this valuable credential also benefit those of us in the marketing realm? The answer is a resounding “yes.” Let us introduce ourselves – we are Alise and Cherie, both proud holders of Series 7 Securities Licenses. Here’s…

October 12, 2023

Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion

Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5 billion in total transactions.