Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
Headlines
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.
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
ExchangeRight ExchangeRight, one of the nation’s leading providers of diversified real estate DST...
ExchangeRight Welcomes Will Powers as National Sales Director
“Will’s extensive experience in capital markets and his proven leadership in building strong relationships align seamlessly with ExchangeRight’s mission and values.” — Warren Thomas, managing partner at ExchangeRight
ExchangeRight Welcomes Will Powers as National Sales Director
ExchangeRight has named Will Powers as its new national sales director to help enhance and lead the company’s strategic relationships.
Stay informed about alts
Subscribe to our free emails
Recent News
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)...
Advisor, Rick Murphy: Alts Concerns in Current Economic Environment
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP, Berthel Fisher) describes some concerns for advisors...
Blackstone’s Profit Falters as Rising Rates Chill Dealmaking
Blackstone’s Profit Falters as Rising Rates Chill Dealmaking October 20, 2022 | Dawn Lim | Bloomberg Blackstone Inc.’s third-quarter profit faltered as wild markets and...
More articles…
Trump has yet to make his mark on the economy, top forecaster says
Trump has yet to make his mark on the economy, top forecaster says June 13, 2017 | by Rex Nutting | MarketWatch President Donald Trump hasn’t yet made his mark on the U.S. economy, despite the euphoria on one side and the dread of the other that greeted his election,...
Tech-Savvy Millennials Rewriting Financial Marketplace Rules, Says FINRA’s Axelrod
Tech-Savvy Millennials Rewriting Financial Marketplace Rules, Says FINRA’s Axelrod Industry must attract this cohort ‘if we want to avoid the looming succession cliff,’ says FINRA’s regulatory chief June 13, 2017 | by Melanie Waddell |...
Carey Financial Closing Its Doors
Carey Financial Closing Its Doors June 16, 2017 | by James Sprow | Blue Vault W. P. Carey Inc. announced today that its Board of Directors approved its plan to end all nontraded REIT fundraising to concentrate on net lease investing. The Company sees the move as...
Advisors’ Perspectives: What are the Cons to Alternatives?
Advisors’ Perspectives: What are the Cons to Alternatives? June 16, 2017 | by Beth Glavosek | Blue Vault We’ve been looking at the pros and cons of nontraded REITs and other alternative investments from advisors’ viewpoints. We heard from several independent Broker...
Which nontraded REIT recently changed its name to Black Creek Industrial REIT IV?
Which nontraded REIT recently changed its name to Black Creek Industrial REIT IV? Answer: Industrial Logistics Realty Trust, Inc. Learn more about Dividend Capital, the sponsor for this fund, on our Sponsor Focus page. Click...
Tax reform is noble goal—but hands off like-kind exchanges
Tax reform is noble goal—but hands off like-kind exchanges June 9, 2017 | by DAN WAGNER | Chicago Business Rarely do the interests of small businesses owners, multi-generational family farmers and a broad range of local entrepreneurs agree with almost a century of...
DOL fiduciary rule: When advisers actively seek to use BICE
DOL fiduciary rule: When advisers actively seek to use BICE Many advisers are embracing an exemption they’ve frequently derided, even though a less-contentious one is available for annuity sales June 14, 2017 | by Greg Iacurci | InvestmentNews.com To opponents...
Phoenix American Financial Services Announces Zane Doyle as New Vice President, Chief Strategy Officer For Business Development
Phoenix American Financial Services Announces Zane Doyle as New Vice President, Chief Strategy Officer For Business Development June 12, 2017 | Phoenix American Financial Services SAN RAFAEL, CA –Phoenix American Financial Services (PAFS) announced today that the...
Griffin Capital’s BDC to Merge with Griffin’s Credit Interval Fund
Griffin Capital’s BDC to Merge with Griffin’s Credit Interval Fund June 16, 2017 | by Jared Schneider | Blue Vault According to a filing from Griffin Institutional Access Credit Fund, there will be a special stockholder meeting to vote on the combination and...
Sierra Income Corporation BDC Reduces Sales Load
Sierra Income Corporation BDC Reduces Sales Load June 16, 2017 | by Jared Schneider | Blue Vault According to an announcement on June 15, 2017, Sierra Income Corporation reduced the upfront selling commission from 7.00% to 3.00% and the dealer manager fee was reduced...
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
