Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
ExchangeRight Appoints Jason Roland as Senior Vice President of the Mid-Atlantic Region
Jason Roland appointed as Senior Vice President of the Mid-Atlantic Region at ExchangeRight with over 15 years of experience in the alternative investments and securities industries.
Alts and Wealthtech: Evolution through Innovation
Alternative investments and wealthtech have evolved by adapting to market changes and differentiating products and services.
Technology, Education, and Real Estate: Top Topics at Alts Summit 2025
Technology, alts education, and real estate were three topics that stood out at Alts Summit 2025 based on advisor feedback and engagement.
Comparing Corporate and Commercial Real Estate Private Credit
Discover the versatility and resilience of private, floating rate credit investments and their role in enhancing portfolio diversification amid shifting interest rate environments.
Recent News
McLaren Racing Seals Indycar Sponsor
McLaren Racing Seals Indycar Sponsor October 26, 2022 | SIG British motor racing team McLaren Racing has announced that US self-storage company SmartStop will become an...
Gladstone Commercial Announces $12.0 Million Industrial Acquisition in Denver, Colorado
Gladstone Commercial Corporation (Nasdaq:GOOD) (“Gladstone Commercial”) has acquired a 68,674 square foot industrial manufacturing and outdoor storage facility...
Technology Gains and a Growing Market Bring New Importance to Alts
Technology Gains and a Growing Market Bring New Importance to Alts October 24, 2022 | John Rickman | Altigo The following interview with Altigo co-founder Mat Dellorso first...
Priority Income Fund is Now Available on the Schwab Alternative Investment OneSource® Platform for Registered Investment Advisers
Priority Income Fund is Now Available on the Schwab Alternative Investment OneSource® Platform for Registered Investment Advisers October 26, 2022 | Priority Income Fund,...
The Credit Face-Off: Do Leveraged Loans, High Yield Bonds, or Private Debt Offer the Best Value?
The Credit Face-Off: Do Leveraged Loans, High Yield Bonds, or Private Debt Offer the Best Value? October 25, 2022 | Anastasia Amoroso | iCapital While leveraged loans have...
Demand for Industrial Space Is Slowing Down. But It’s Still a Landlord’s Market.
Demand for Industrial Space Is Slowing Down. But It’s Still a Landlord’s Market. October 25, 2022 | Patricia Kirk | WealthManagement.com As U.S., like the rest of the world,...
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Phillips Edison Grocery Center REIT I Shareholders to Vote on Internalization
Phillips Edison Grocery Center REIT I Shareholders to Vote on Internalization July 7, 2017 | by James Sprow | Blue Vault At a shareholder meeting set for September 20, Phillips Edison Grocery Center REIT I (“PECO I”) shareholders will vote on a transaction which will...
What Finra pays its top executives
What Finra pays its top executives July 7, 2017 | by Mark Schoeff Jr. | InvestmentNews Each year, the Financial Industry Regulatory Authority Inc., the brokerage industry self-regulator, publishes the total compensation for its 10 highest-paid executives in its annual...
1031 ‘Like-Kind’ Exchanges Are Under Fire. Again
1031 ‘Like-Kind’ Exchanges Are Under Fire. Again June 29, 2017 | by Ben Mattlin | Financial Advisor With all the turmoil in Washington, one important proposed tax change has mostly fallen through the cracks: the gutting or outright elimination of the 1031...
Griffin-American Healthcare REIT IV Acquires Five Northern California Senior Housing Facilities
Griffin-American Healthcare REIT IV Acquires Five Northern California Senior Housing Facilities July 7, 2017 | by James Sprow | Blue Vault American Healthcare Investors and Griffin Capital Company, LLC, the co-sponsors of Griffin-American Healthcare REIT IV, Inc.,...
Focus on Alternatives: Richard Gann on share classes
Focus on Alternatives: Richard Gann on share classes July 2017 | Real Assets Adviser Richard Gann, chief products officer at Steadfast Capital Markets Group, discusses the different share class structures in non-traded alternative investments, including the basics of...
Finra Freezes Executive Pay as Revenue Declines
Finra Freezes Executive Pay as Revenue Declines July 5, 2017 | by Mason Braswell | AdvisorHub Seven top executives at the Financial Industry Regulatory Authority earned at least $1 million in 2016 but a 6% decline in revenue has led the industry-financed organization...
Trump Administration Rebuffs Challenge to Fiduciary Rule in Appeals Court
Trump Administration Rebuffs Challenge to Fiduciary Rule in Appeals Court U.S. asks Fifth Circuit largely to uphold the rule as regulators move to revise it, or further delay implementation July 4, 2017 | by Mike Scarcella | ThinkAdvisor The U.S. Labor Department...
Blackstone agrees to buy Singapore-listed REIT for $650 mln
Blackstone agrees to buy Singapore-listed REIT for $650 mln June 28, 2017 | Reuters SINGAPORE, June 28 (Reuters) – U.S. private equity group Blackstone Group LLP agreed to buy Singapore-listed and Japan-focused Croesus Retail Trust (CRT) for S$900.6 million...
DOL Asks You if it Should Delay Fiduciary Rule Again
DOL Asks You if it Should Delay Fiduciary Rule Again June 30, 2017 | By Alex Padalka | Financial Advisor IQ The Department of Labor has issued a request for information on the fiduciary rule, comments from which could lead to an eventual delay of its scheduled...
Total Income+ Real Estate Fund Announces 2Q Distribution at a 5.25% Annualized Distribution Rate
Total Income+ Real Estate Fund Announces 2Q Distribution at a 5.25% Annualized Distribution Rate Jun 29, 2017, 18:00 ET | Bluerock’s Total Income+ Real Estate Fund NEW YORK, June 29, 2017 /PRNewswire/ — Bluerock’s Total Income+ Real Estate Fund...











