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Marketing Is the New Sales

Marketing Is the New Sales

Marketing Intent Let’s get one thing straight: we’re not trying to snatch commissions from your sales team. But it’s time to face a simple truth—marketing is the new sales....

BC Partners promotes four new Partners

BC Partners promotes four new Partners

BC Partners BC Partners, a leading international investment firm, today announces the promotion of four new Partners across its Private Equity and Credit strategies in...

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Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-13-2023 Blue Vault has published the Q2 2023 Nontraded BDC Industry Review as well as Individual Performance Report and Limited Operations pages for the following offerings (newly published pages in bold font): Nontraded...

Cetera to Buy Tax-Focused Avantax in $1.2B Deal

Cetera to Buy Tax-Focused Avantax in $1.2B Deal September 11, 2023 | Janet Levaux | Think Advisor Cetera Financial Group is buying Avantax, formerly Blucora, in an all-cash transaction for $1.2 billion — a transaction that adds Fidelity as a custodial partner for...

Visualizing Blackstone REIT’s Recent Capital Raise History

Beginning in the fourth quarter of 2022, common stock redemptions by several continuously offered nontraded REIT programs became a major news item for the nontraded REIT industry. Blackstone Real Estate Income Trust, as the largest of the active nontraded REITs with total assets of $138 billion as of June 30, 2023, garnered the most news coverage when common shareholders requests for common stock redemptions exceeded its monthly limit of 2% of NAV for November 2022…

AltsDay 2023 Registration Now Open

Join us for a one-day virtual educational event focused on the alternative investments market. This rapidly growing investment option typically has low correlation to mainstream asset classes like stocks and bonds – making it attractive for portfolio diversification....

Blue Vault Q2 2023 Performance Reports Update

Blue Vault Q2 2023 Performance Reports Update 9-11-2023 Blue Vault has published Q2 2023 Individual Performance Report and Limited Operations pages for the following nontraded REITs (newly published pages in bold font): American Healthcare REIT Q2 2023 Apollo Realty...

Adding Value To Your Webinars

Webinars – are they all about you? They shouldn’t be. At least that’s what we have heard from advisors. Read on to learn what advisors want to know about your firm.  

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