Professional Services Perspectives
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SmartStop Opens New Self-Storage Facility in San Gabriel, California
“We are excited to announce the opening of our newest self-storage facility in the San Gabriel Valley,” said H. Michael Schwartz, Chairman and CEO of SmartStop.
7 Top SEC Exam Priorities for 2024
The Securities and Exchange Commission has released its 2024 examination priorities to inform investors and registrants of the key risks, exam topics and priorities that the division plans to focus on in the upcoming year…
Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion
Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5 billion in total transactions.
Cantor Fitzgerald Infrastructure Fund Announces Third Quarter 2023 Distribution
The Fund’s investment objective is to maximize total return, with an emphasis on current income, while seeking to invest in issuers that are helping to address certain United Nations Sustainable Goals through their products and services.
Recent News
Clip: Human Element in Fraud
Clip: Human Element in Fraud In this clip from Inside the V(ALT), Amy Small talks abut the unwitting role people play in fraud. Click here to watch the full episode and...
Clip: Fraud
Clip: Fraud In this clip from Inside the V(ALT), Amy Small cites examples of the types of fraud commonly encountered by people and businesses today. Click here to watch the...
Clip: Who is UMB Bank?
Clip: Who is UMB Bank? In this clip from Inside the V(ALT), Amy Small reviews UMB Bank’s history, services, and milestones. Click here to watch the full episode. This...
What percentage of selling commissions, dealer manager fees and offering expenses will be paid by the advisor without reimbursement in the offering by Cottonwood Communities?
What percentage of selling commissions, dealer manager fees and offering expenses will be paid by the advisor without reimbursement in the offering by Cottonwood...
CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge
CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge New platform designed to improve the alternative investment experience for...
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist
Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist Renowned global investment strategist provides expert insight on private market investing...
More articles…
Which Interval Fund had the highest total assets among all Interval Funds as of the most recent SEC filings?
Answer: Stone Ridge Trust II (Stone Ridge Reinsurance Risk Premium Interval Fund ) had total assets of $5.36 billion as of October 31, 2017.
RIAs expect faster asset growth in 2018
Advisers also see another good year for equities, TD Ameritrade survey finds
Tax Cuts and Jobs Act: Highlights for the Real Estate Industry
Notably, the Act will significantly impact real estate investors, sponsors and developers, and there are a number of special provisions applicable to REITs and REIT investors. Below is a brief summary of some of the Act’s provisions that are expected to have the greatest effect on the real estate industry.
FINRA Cracks Down on Cryptos, Securities-Backed Lines of Credit
In its annual priorities letter, the regulator flags some new areas of focus for 2018, including cryptocurrencies, securities-backed lines of credit and business continuity.
How malls are becoming part of the neighborhood
A new era of shopping centers is upon us. They’re beginning to look and function less like traditional malls and more like lifestyle centers with a strong community vibe.









