Professional Services Perspectives
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Is Your Digital Presence Working for or Against You?
Before a prospect ever takes a meeting, downloads a deck, or responds to outreach, they visit your website.
What is a semi-liquid fund?
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
From Email Sends to Meaningful Engagement: Why Marketing Automation Needs a Human Strategy
Alternative investment firms need multiple touchpoints to help advisors understand their firm, their offerings, and their broader market perspective.
CIM Group, Centennial Yards Company, and The Drew Company Announce Partnership to Bring Award-Winning Virgin Hotel to Downtown Atlanta
This landmark project joins Virgin Hotels’ global portfolio of iconic urban hotels, including New York, Edinburgh, and its most recent homecoming in London.
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Recent News
Emma Skedgel Joins SEI’s Defined Contribution Team
SEI SEI® (NASDAQ:SEIC) today announced the appointment of Emma Skedgel as Sales Director of Defined Contribution (DC), responsible for building and deepening relationships...
Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, how many new nontraded REITs have entered the market this year?
Answer: Based on Blue Vault’s coverage of nontraded REITs as of June 30, 2025, only one new nontraded REIT has entered the market this year: StratCap Digital Infrastructure...
Why Choose a REIT Over Other Investment Vehicles?
As more sponsors pair REITs with 1031 DST options, Warren Thomas of ExchangeRight explains why some investors turn to REITs for greater flexibility, diversification, and...
It’s Not Just One Number: How Advisors Should Evaluate REITs
Evaluating REITs requires more than one financial indicator. ExchangeRight’s Warren Thomas shares how a combination of key metrics provides a fuller, more accurate...
Of the nontraded BDCs tracked by Blue Vault, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest (and identical) annual management fee in Q2 2025. What was their fee?
Answer: In the second quarter of 2025, Nuveen Churchill Private Capital Income Fund and Bain Capital Private Credit had the lowest annual management fee of all nontraded...
H.I.G. Capital Selects SEI for Fund Administration and Depositary Services
SEI SEI® (NASDAQ:SEIC) today announced that the company was selected by H.I.G. Capital (H.I.G.), a leading global alternative investments firm with $70 billion of capital...
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Blue Vault Q4 2024 NTR Research Report Update
Blue Vault has started publishing new Q4 2024 non-traded REIT (NTR) research pages. These reports offer detailed analysis to support due diligence and investment decisions. More updates coming soon!
Blue Vault Begins Publishing New Q4 2024 NTR Research Pages
Blue Vault has started publishing new Q4 2024 non-traded REIT (NTR) research pages. These reports offer detailed analysis to support due diligence and investment decisions. More updates coming soon!
Eagle Point Credit Company Inc. Increases Offering Amount of 7.00% Convertible Perpetual Preferred Stock to $200 Million
Eagle Point Credit Company Inc. has increased its public offering of 7.00% Series AA and AB Convertible Perpetual Preferred Stock to 8 million shares at $25 each, aiming to raise $200 million in capital.
Eye on Alts: April 22, 2025
Eye on Alts for advisors: a weekly digest of industry news.
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
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