Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault has tracked performance data for interval funds going back to 2000. Based on the funds we have covered over the years, how much gross capital has the interval fund industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
Blue Vault has tracked performance data for nontraded BDCs since 2009. Based on the funds we have covered over the years, how much gross capital has the nontraded BDC industry raised through the first quarter of this year?
Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
J.P. Morgan Asset Management Strengthens Canadian Market Presence with New ETF Launch
The ETF works to outperform the MSCI World Index, delivering superior growth and free cash flow yield with similar to lower valuation versus the benchmark, while effectively managing risks across sectors and regions.
Guide the Journey or Rush the Sale
When advisors feel like they’re part of your journey, they’re much more likely to stick around for the long haul.
Recent News
Are Alternative Investments Part Of Your Economic Outlook?
Fred Hubler | Forbes Most of us are hearing some version of a recession coming in 2024. Investors are becoming worried with geopolitical issues in the East and interest rate...
Q3 2023 NTR AND BDC Filing Deadline: November 15
The SEC deadline for Q3 2023 quarterly financial report filings is November 15, 2023. Blue Vault begins processing data and preparing individual performance reports as...
Ashford Hospitality Trust Hopes To Hand Back Keys to 19 Hotels in Its Portfolio by Year’s End
Candace Carlisle | CoStar News Ashford Hospitality Trust, a financially troubled real estate investment trust with a portfolio of 100 hotels in the United States, is seeking...
NexPoint Real Estate Finance, Inc. Launches $400 Million Continuous Offering of 9.0% Series B Cumulative Redeemable Preferred Stock
NexPoint Real Estate Finance, Inc. NexPoint Real Estate Finance, Inc. (NYSE: NREF) (“NREF” or the “Company”) announced today the launch of a...
What Are Your Firm’s Differentiators?
Marketing Intent In the vast sea of alternative investment firms, standing out is both a challenge and a necessity. The quest for differentiation isn’t just about...
Prospect Capital Announces September 2023 Financial Results and Declares Steady Monthly Dividends through January 2024 of $0.06 Per Common Share
Prospect Capital Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) today announced financial results for our fiscal quarter ended September 30, 2023....
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Clip: Human Element in Fraud
In this clip from Inside the V(ALT), Amy Small talks abut the unwitting role people play in fraud.
Clip: Fraud
In this clip from Inside the V(ALT), Amy Small cites examples of the types of fraud commonly encountered by people and businesses today.
Clip: Who is UMB Bank?
In this clip from Inside the V(ALT), Amy Small reviews UMB Bank’s history, services, and milestones.
What percentage of selling commissions, dealer manager fees and offering expenses will be paid by the advisor without reimbursement in the offering by Cottonwood Communities?
Answer: Cottonwood Residential II, the sponsor of Cottonwood Communities, Inc. (a REIT) will pay 100% of those fees and offering expenses…
CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge
CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all…
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
iCapital Network1, the leading global financial technology platform driving access and efficiency in…
Industry Veteran Gene Sullivan Joins Pacific Oak Capital Markets Group as Senior Regional Vice President
Pacific Oak Capital Markets, LLC, an alternative investment distributor, announced today that financial industry veteran…
According to Real Capital Analytics, where did Sealy & Company rank among active private real estate investing firms in 2020?
Answer: Qualified as the nation’s fourth-most active private real estate investing firm of 2020 by Real Capital Analytics, Sealy & Company makes strides in…
U.S. home prices rose in April at fastest pace in 15 years – S&P/Case-Shiller
U.S. single-family home prices in 20 key urban markets rose in April from a year earlier by the most in over 15 years as the shortage of…
How many alternative investment sponsors, BDs and RIAs are using Altigo from WealthForge?
Answer: 100+ as of June 1, 2021. One recent added feature is Redtail CRM Integration.
The API integration allows reps and advisors to…











