Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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StratCap Expands Sales Team: Michael Kerrigan Hired as Senior Regional Vice President for the Southeast
Michael rejoins StratCap with more than a decade of wholesaling and business-development experience across the independent broker-dealer and RIA channels.
Unlocking Growth: How Trade Finance Fuels Middle Market Business
Alternative assets are attractive for their ability to deliver stability amid market volatility and provide diversification outside public stock and bond markets.
Syverson Strege Partners with SEI to Elevate Financial Planning Experience
A unified approach to investment management, custody, and technology shapes future growth.
Full Subscription of ExchangeRight All-Cash 15 DST Adds to Acquisition Pipeline for Essential Income REIT
The portfolio’s properties span 103,367 square feet across Texas, Iowa, North Carolina, and Louisiana.
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Recent News
Weekly Alts News Roundup: April 1, 2025
Welcome to our very first Weekly Alts News Roundup! Read on to learn the latest developments in the alts space. Top Story • LPL Financial to Acquire Commonwealth Financial...
ExchangeRight Appoints Jason Roland as Senior Vice President of the Mid-Atlantic Region
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, is pleased to announce the appointment of Jason...
Alts and Wealthtech: Evolution through Innovation
Johnathan Rickman | Blue Vault At Alts Summit 2025, renowned financial planner and educator Michael Kitces gave an eye-opening keynote speech that explored the intersection...
Technology, Education, and Real Estate: Top Topics at Alts Summit 2025
Johnathan Rickman | Blue Vault At Alts Summit 2025 earlier this month, 450+ people flocked to Frisco, Texas, for real-time alts learning and professional networking. We...
Comparing Corporate and Commercial Real Estate Private Credit
CIM Group What is Private Credit? In an era of fluctuating interest rates, investors seeking high current income have found themselves at a crossroads. Invest in traditional...
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, has announced that demand for the company’s...
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J.P. Morgan to Acquire Aumni, a Leading Provider of Investment Analytics Software for Venture and Private Market Investors
J.P. Morgan (NYSE: JPM) announced today that it has entered into a definitive agreement to acquire Aumni, a leading provider of investment analytics…
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023?
Among all continuously offered nontraded REIT programs, which had the highest monthly total return (change in NAV + monthly distribution) for February 2023? Answer: Blackstone Real Estate Income Trust posted a total return in February of...
CIM Real Assets & Credit Fund Announces 16.7% Dividend Increase
CIM Real Assets & Credit Fund (“CIM RACR” or the “Fund”) announced today that its Board of Directors has declared monthly cash dividends…
American Healthcare REIT Reduces NAV and Suspends DRIP
American Healthcare REIT Reduces NAV and Suspends DRIP March 20, 2023 | James Sprow | Blue Vault On March 15, 2023, American Healthcare REIT’s board of directors unanimously approved and established an updated net asset value per share (NAV) of the Company’s Class T...
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and SEC-registered broker-dealer, has chosen Altigo as its digital solution to streamline its...
Diversifying Beyond the 60/40 Portfolio: Part 2
In the first article in this series, I established that portfolios should be highly diversified based on risk and that traditional…
Apollo units name successor chief compliance officer
Apollo Global Management announced the promotion of Ryan Del Giudice to chief compliance officer for certain of its subsidiaries, according…
CMCT Names Shaul Kuba Chief Investment Officer
Mr. Kuba brings his vast experience in creative office, multifamily and mixed-use investment and development.
Collaboration between SS&C’s Black Diamond Wealth Platform’s and RightCapital
Collaboration between SS&C’s Black Diamond Wealth Platform and RightCapital March 21, 2023 | Anika Sidhika | Private Banker International SS&C Technologies Holdings, Inc. announced the creation of a new financial planning experience within the SS&C Black...
Northern Virginia Filling New Data Center Capacity Faster Than Anywhere Else in US
Northern Virginia, the world’s largest data center market, notched a record for data center absorption in 2022, according to the latest…
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