Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Blue Vault Q2 2024 NTR/BDC Individual Performance Report Update
Count on Blue Vault for your Alternative Investment information needs.
Unlocking Infinite Potential: The Transfer Agent Partner for Global Fund Managers
Unlock limitless potential with a global transfer agent partner, seamlessly scaling operations and expanding investor reach.
Maintaining Strong Relationships With Advisors: A Key To Capital Raising Success
Maintaining relationships with advisors who have taken time to learn about your investment offerings can lead to repeat investments and…
Fed officials uneasy about job market as they get ready for Jackson Hole
Amid still-strong consumer spending and economic growth that may be slowing but remains positive, the Fed is not yet ready to consider the job market in crisis – it just wants to avoid creating one.
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Marketing Intent: Optimizing Your LinkedIn Profile
Marketing Intent: Optimizing Your LinkedIn Profile October 25, 2022 | Marketing Intent You may have noticed that we at Marketing Intent have been using LinkedIn a lot more...
Interesting Trends in Nontraded REIT Debt
Interesting Trends in Nontraded REIT Debt October 25, 2022 | James Sprow | Blue Vault As expected with the economy-wide rise in interest rates, the weighted average interest...
Advisor, Rick Murphy: The Best Way to Use Alts in a Client’s Portfolio
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP for Berthel Fisher) discusses the best way to include alts...
Advisor, Karlton Kleis: Alts Currently Driving the Market
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Karlton Kleis (Managing Director of Capital Markets for Arete Wealth Management)...
Rick Murphy: A Day in the Life of a Broker Dealer
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP for Berthel Fisher) explains what a day in the life of a...
Advisor, Karlton Kleis: Shotgun to Rifle Approach with Alts during Economic Uncertainty
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Karlton Kleis (Managing Director of Capital Markets for Arete Wealth Management)...
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Lincoln Financial loses $300 million, 20 reps to ProEquities
Lincoln Financial loses $300 million, 20 reps to ProEquities August 30, 2017 | Jeff Benjamin | Investment News After 17 years with Lincoln Financial Securities, Bill Pickering has decided his $300 million-plus wealth management practice will be better served by a new...
“Nervous” Time For Grocery Investors
“Nervous” Time For Grocery Investors August 29, 2017 | Kelsi Maree Borland | GlobeSt.com Grocery has been the pillar of retail, but with the new Amazon/Whole Foods merger, that may change. Jeff Rinkov, CEO of Lee & Associates, says that this may be a...
Nearly 9,000 SNL-covered real estate properties in Hurricane Harvey’s path
Nearly 9,000 SNL-covered real estate properties in Hurricane Harvey’s path August 25, 2017 | Chris Hudgins | SNL.com More than 8,800 SNL-covered real estate properties lie in Hurricane Harvey’s projected five-day path. Single-family rental homes comprise...
Shopping For Data: The Truth Behind Online CostsShopping For Data: The Truth Behind Online Costs
Shopping For Data: The Truth Behind Online Costs August 10, 2017 | Tom McGee | Forbes The chatter around the diminishing future of brick and mortar retail got served up again in a misleading piece on the costs of doing business online. This time, the narrative focuses...
ALERT: DOL Fiduciary Rule Delay Published
ALERT: DOL Fiduciary Rule Delay Published August 30, 2017 | FSI The Office of Management and Budget has approved a proposal to delay for 18 months implementation of the remaining provisions in the Labor Department’s fiduciary rule. The OMB made its...
Investor Outlook Shows Confidence, Concern: Marcus & Millichap
Investor Outlook Shows Confidence, Concern: Marcus & Millichap August 15, 2017 | Scott Baltic | Commercial Property Executive It’s a battle out there, according to a new report from Marcus & Millichap, a battle between optimism and caution and the factors...
Phillips Edison Adds 600 KSF to Its REITs
Phillips Edison Adds 600 KSF to Its REITs August 24, 2017 | Barbra Murray | Commercial Property Executive Phillips Edison & Co. has been on quite a shopping spree over the last few months. Acting on behalf of its two managed non-traded REITs, Phillips Edison...
SEC Alert Details ‘Robust’ Cybersecurity Best Practices
SEC Alert Details ‘Robust’ Cybersecurity Best Practices August 11, 2017 | Melanie Waddell | Think Advisor While advisors, broker-dealers and mutual fund firms have stepped up their cybersecurity preparedness, most notably in crafting written policies and procedures,...
Long-Term Outlook for Rental Apartments Remains Positive
Long-Term Outlook for Rental Apartments Remains Positive August 24, 2017 | Bendix Anderson | National Real Estate Investor Many of the markets where developers have been doubling down on building new apartment units are likely to have enough renters to fill those...
Building, Selling Medical Office Buildings? Expect to be Plenty Busy
Building, Selling Medical Office Buildings? Expect to be Plenty Busy August 23, 2017 | Dan Rafter | REJournals.com Developers specializing in medical office buildings should have plenty of work in the coming years, according to the latest research from CBRE. CBRE...
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