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Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
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Recent News
Prospect Capital Corporation Announces Launch of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023
Prospect Capital Corporation Announces Launch of Cash Tender Offer For Any and All of its Outstanding 5.875% Senior Notes due 2023 November 14, 2022 | Prospect Capital...
Starwood Property Trust Reports Results for Quarter Ended September 30, 2022
Starwood Property Trust Reports Results for Quarter Ended September 30, 2022 November 15, 2022 | Starwood Property Trust, Inc. Starwood Property Trust, Inc. (NYSE: STWD)...
2023 Blue Vault Bowman Alts Summit: Early Registration for Wealth Advisors NOW OPEN
Wealth Advisors Can Save $100 off registration through November 30, 2022. Don’t go it alone, bring a colleague! Your registration includes attendance by a second advisor...
Blue Vault Publishes New Interval Fund Individual Pages
Blue Vault Publishes New Interval Fund Individual Pages The following Interval Fund Individual Performance Pages were published and are now available to Blue Vault research...
Advisor, Fred Hubler: BV Summit 2023 Highly Recommended
In this clip, advisor, Fred Hubler (Creative Capital Wealth Management Group) explains how Summit has helped his firm grow through the years & why he highly recommends...
TradeBacked: How Standardized Bar Codes Can Make Supply Chains More Transparent
TradeBacked: How Standardized Bar Codes Can Make Supply Chains More Transparent November 10, 2022 | TradeBacked Greater use of bar codes can make global supply chains more...
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Blue Vault Presented at The National, the Annual NPH Educational Conference for INVEST, NPC and SII Advisors
Blue Vault Presented at The National, the Annual NPH Educational Conference for INVEST, NPC and SII Advisors Stacy H. Chitty, Blue Vault’s Managing Partner, presented, “Nontraded REITs are like Mules” Tuesday, August 22, 2017 at 2:10pm CDT at The National, the annual...
Which two nontraded REITs focus exclusively on data centers and healthcare properties?
Which two nontraded REITs focus exclusively on data centers and healthcare properties? Answer: Carter Validus Mission Critical REITs I and II with 84 and 62 properties, respectively, in the data center and healthcare sectors. Learn more about Carter Validus...
Getting Real with Retirement: Helping Your Clients Plan for Health Care Costs
Getting Real with Retirement: Helping Your Clients Plan for Health Care Costs August 2017 | Tom Halloran | WeathManagement.com Tom Halloran, President of Voya financial, writes an article on Healthcare and Retirement costs located on page 168 of WealthManagement.com’s...
REITs’ Quarterly FFO Hits Record High
REITs’ Quarterly FFO Hits Record High August 15, 2017 | Paul Bubny | GlobeSt.com NAREIT’s Wechsler says occupancies in Q2 were just below the record levels achieved in the second half of 2016. WASHINGTON, DC—Quarterly funds from operations for equity REITs...
TJX to open 260 stores this year
TJX to open 260 stores this year August 16, 2017 | Ernie Herrman | ChainStoreAge.com Off-price powerhouse TJX Companies still seems plenty of room for store expansion — particularly in the home good sector. The retailer, which reported strong second quarter results...
Consumer sentiment rises to highest level since January
Consumer sentiment rises to highest level since January August 18, 2017 | Michael Sheetz | CNBC.com Consumer confidence was better than expected in August, beating projections from economists surveyed by Reuters. The consumer sentiment index, a survey of consumers by...
Hines Global REIT II Files Follow-On Offering to Become Perpetual NTR
Hines Global REIT II Files Follow-On Offering to Become Perpetual NTR August 21, 2017 | James Sprow | Blue Vault Hines Global REIT II Inc. filed for a second best-efforts offering of up to $2.50 billion of its common shares. The common stock subject to the follow-on...
The Quiet Moneymaker: Trailer Park REITs Are Averaging 27% Annual Returns
The Quiet Moneymaker: Trailer Park REITs Are Averaging 27% Annual Returns August 4, 2017 | Bisnow | Forbes Manufactured home communities have turned a corner for the better. Commonly referred to as “trailer parks,” these communities have evolved beyond the negative...
The states with the most AUM
The states with the most AUM August 10, 2017 | Harry Zhang | Financial Planning Though Miami and New York are coastal magnets for advisers, those who have made the Midwest home have reaped trillions in assets. The region is rich with wealthy families and thriving...
MVP REIT II Shareholders to Vote on Charter Amendments Related to Potential Listing
MVP REIT II Shareholders to Vote on Charter Amendments Related to Potential Listing August 17, 2017 | James Sprow | Blue Vault MVP REIT I and MVP REIT II entered into a merger agreement on May 26, 2017, pursuant to which each common shareholder of MVP I would receive...
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