Service Provider Perspectives- Page 14 of 16

Service Provider Perspectives

February 22, 2023

Creating A Powerful Fact Sheet

Creating A Powerful Fact Sheet February 22, 2023 | Marketing Intent If you’ve seen one fact sheet, you’ve seen them all. Stats are crammed in and there’s no white space. That poor fact sheet is trying to fit every little bit of information about your product into one page, because we all know the second page…

February 21, 2023

506(c) Offerings: Practical Guidance for Broker-Dealers/Registered Investment Advisers

As discussed in our prior Article regarding 506(c) offerings, if it turns out that the purchaser was not in fact an accredited investor, the issuer does not lose the exemption from registration provided in Rule 506(c).

January 30, 2023

How the Inflation Reduction Act levels the renewable energy playing field for municipalities

How the Inflation Reduction Act levels the renewable energy playing field for municipalities January 30, 2023 | Scott Crist | UMB The recently passed Inflation Reduction Act has changed the way municipalities can structure and finance their renewable energy projects. Local governments can now access renewable energy incentives directly, a means of financing projects historically…

January 24, 2023

Altigo 2022 Year in Review

Altigo 2022 Year in Review January 24, 2023 | Altigo With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology—and choosing Altigo to streamline their alts business. In 2022, Altigo reached new milestones in adoption and volume, reflecting a snowballing network effect that continues to take hold…

January 23, 2023

Marketing Intent: Participating And Planning

Marketing Intent: Participating And Planning January 20, 2023 | Marketing Intent HOW GREAT DOES IT FEEL TO BE ASKED TO PARTICIPATE IN A TASK FORCE TO PLAN AN INDUSTRY CONFERENCE? PRETTY DARN GREAT. [the_ad id="243470"] Planning the Summit Conference That’s how Cherie felt when Stacy Chitty from Blue Vault, asked her to participate in the…

December 29, 2022

3 Ways To Improve Your Website

3 Ways To Improve Your Website December 29, 2022 | Marketing Intent Does your website provide a compelling journey for financial advisors, or is it a confusing maze of information? If you haven’t positioned your website as the start of your client journey, you’re missing out on a key engagement tool. BELOW WE’LL DISCUSS THREE…

December 11, 2022

Maximize Your LinkedIn Potential

Maximize Your LinkedIn Potential December 12, 2022 | Marketing Intent What’s one of the first things people do when they meet you or see one of your posts on LinkedIn? They check out your LinkedIn profile. PLAN TO USE LINKEDIN TO ITS MAXIMUM POTENTIAL TO SHOW YOUR CREDIBILITY AND GAIN TRUST WITH PROSPECTS AND CLIENTS. …

November 18, 2022

CAIS: Performance Dispersion in Alternative Asset Classes

CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to include an alternative asset class in their client portfolios, they typically compare performance at an index level. Yet, when their process moves from portfolio construction to actual implementation,…

November 9, 2022

Alternative Investments: Why Now is the Time

Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased news coverage and surveys, with headlines ranging from surging alts demand by financial advisors to young and wealthy investors flocking to alternatives. For good reason. Alternative investments have historically provided…