Professional SErvices News

read the latest about the firms transforming how wealth advisors implement alts in their practices

Headlines

Stay informed about alts

Subscribe to our free emails

Expert marketing for alts with Marketing Intent

Recent News

Guide the Journey or Rush the Sale

Guide the Journey or Rush the Sale

Marketing Intent Imagine walking into a networking event, and before you’ve even introduced yourself, someone hands you their business card and launches into a pitch about...

Consistent Producers or One-Hit Wonder

Consistent Producers or One-Hit Wonder

Marketing Intent There’s a real sense of accomplishment when an advisor makes their first investment in your fund. It’s the result of all the meetings, questions, and effort...

Eagle Point seeks to generate high current income and capital appreciation

More articles…

Market opportunity and outlook for interval and tender-offer funds

Market opportunity and outlook for interval and tender-offer funds February 24, 2023 | UMB Unlisted closed-end funds (CEFs) have maintained their momentum even after several years of significant growth, surpassing $100 billion in assets under management (AUM) in...

Leitbox Storage Partners Hires Chief Operating Officer

“Kevin is another high-quality talent addition to the team. His 18+ years as a transactional lawyer, coupled with the organizational history of developing high performance teams, made him a natural fit. Kevin is the perfect complement to our team…”

It’s Time to Seriously Consider a Documentation Management Tool

It’s Time to Seriously Consider a Documentation Management Tool February 22, 2023 | Debbie Miller | Docupace Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In...

Welton Investment Partners Announces Partnership With iCapital®

Welton Investment Partners Announces Partnership With iCapital® to Provide the Wealth Management Community With Access to Its Multi-Strategy Macro Program February 15, 2023 | iCapital Welton Investment Partners (Welton), the alternative investment manager focused on...

When Might “Golden Vintages” Appear in Private Markets?

When Might “Golden Vintages” Appear in Private Markets? January 24, 2023 | CAIS In our previous analysis, we found that private equity funds that deployed capital in relatively lower valuation environments and recessionary environments tended to outperform those...

DON’T MISS OUT

Subscribe to our free email for the latest alts news and analysis