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Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
Marketing Is the New Sales
The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.
Recent News
Using Your CRM To Help Build Advisor Relationships
Using Your CRM To Help Build Advisor Relationships June 26, 2023 | Marketing Intent It’s time to ditch the Excel spreadsheet. Let’s talk about CRM systems, why they’re...
What is Document Custody for Private Investments?
What is Document Custody for Private Investments? April 28, 2023 | Pete Bergman | UMB Document custody for private investments is the practice of securely storing and...
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles
Understanding Fund Custody: Private Versus Publicly Offered Fund Vehicles May 12, 2023 | Amy Small | UMB When managers of private funds decide to launch a strategy as a...
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit
Wave Of Distressed CRE Loans Reaches $64B, With Retail, Office Hardest Hit June 22, 2023 | Dee Stribling | Bisnow The long-anticipated wave of distressed CRE assets is...
Owl Rock Capital Corporation Announces Upcoming Name and Ticker Change to Blue Owl Capital Corporation
Owl Rock Capital Corporation Announces Upcoming Name and Ticker Change to Blue Owl Capital Corporation June 22, 2023 | Owl Rock Capital Corporation Owl Rock Capital...
California Self Storage Operator Vaults to Fifth Largest Player in Canada
California Self Storage Operator Vaults to Fifth Largest Player in Canada June 20, 2023 | Garry Marr | CoStar News California-based SmartStop Self Storage...
More articles…
Open-Air Retail’s Dominance Could Last Well Beyond The Pandemic
One of the lasting effects of the coronavirus pandemic on the retail sector may be a bias against indoor shopping experiences among customers and developers, retail…
Sovereign Wealth and Public Pension Direct Investments in Data Centers Outpace Hotels in 2020
Cash-rich sovereign wealth funds and public pensions are feeling more comfortable directly investing in data centers versus hotels and resorts…
Office Market Could Shed 145M Square Feet in the Next Two Years
The office market has been rocked by the pandemic, thanks to both widespread job loss and remote work mandates. Now, a new report from Cushman & Wakefield captures the pandemic’s impact on…
Retailers Restructured and Disposed Assets During the Last Downturn. Here’s How This Time Is Different.
The pandemic is forcing grappling retailers across the U.S. to make tough decisions. Some are trimming store fleets or shutting down operations altogether. According to a recent report from…
Tech Giants’ Projected Headcount Growth Means They Won’t Be Giving Up on Office Space
Earlier this year, many of the largest technology firms announced they would let their employees work from home well into next year or even permanently. This made it seem like the technology…
Commercial Construction Could Be Rebounding: US Chamber
Is commercial construction recovering? Maybe. The U.S. Chamber of Commerce Commercial Construction index for the third quarter rose to…
Adjustments in Pricing Lag a Decline in Property Values
One thing that buyers and sellers can agree on these days is that there has been a reset in property values across many sectors and geographic markets. Yet the sticking point that…
Hotel Developers Continue to Open New Sites Despite Brutal Market Conditions
Despite the well-documented plummet in demand for hotel rooms that has only partially recovered from the lows at the height of worldwide COVID-19 precipitated lockdowns, developers are…
CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs
CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs September 18, 2020 CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs. Senior Vice President of Operations, Jenny Heiman, says...
Bluerock Residential Growth REIT Announces Partial Redemption of 8.250% Series A Cumulative Redeemable Preferred Stock
NEW YORK, Sept. 21, 2020 /PRNewswire/ — Bluerock Residential Growth REIT, Inc. (the “Company”) announced today that it intends to redeem 1,393,294 shares of its…









