Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Stephen Lovell: Begin with Education
When introducing clients to alternative investments, Stephen Lovell (Lovell Wealth Management) advises you start by educating them. Learn more in this Blue Vault Minute.
Stephen Lovell: Advising Clients Through a Negative Alts Experience
Stephen Lovell (Founder & President, Lovell Wealth Management) recounts how he navigated through a negative experience with alts in this Blue Vault Minute.
Chad Clark: Alts Differentiate Your Practice
What does Chad Clark (Partner, Senior Advisor at Redemption Capital) think an advisor should know about adding alternative investments to their practice for the first time? Find out in this Blue Vault Minute.
Stay informed about alts
Subscribe to our free emails
Recent News
Alternative Investment Exchange (AIX) Enhances Digital Alt Investing Platform with Support for On-Going Account Maintenance
Alternative Investment Exchange (AIX) Enhances Digital Alt Investing Platform with Support for On-Going Account Maintenance New Offering Automates Entire Experience for...
Blue Vault – Bowman Alts Week 2021: A Quick Overview of Some Insights from Day 2
Blue Vault – Bowman Alts Week 2021: A Quick Overview of Some Insights from Day 2 March 10, 2021 | James Sprow | Blue Vault Prospect Capital, “Prospect Capital...
Altigo Signs Tenth Broker-Dealer Partnership
Altigo Signs Tenth Broker-Dealer Partnership March 10, 2021 Altigo, an electronic order entry and subscription processing platform for alternative investments, has now hit...
Altigo Integrates with Redtail CRM to Further Streamline Alternative Investment Processing
Altigo Integrates with Redtail CRM to Further Streamline Alternative Investment Processing March 8, 2021 WealthForge announced today that Altigo, their electronic processing...
Blue Vault – Bowman Alts Week 2021 Kicks Off
Blue Vault – Bowman Alts Week 2021 Kicks Off March 9, 2021 | James Sprow | Blue Vault Stacy Chitty, Managing Partner at Blue Vault, welcomed everyone to the second virtual...
JLL Income Property Trust Fully Subscribes DST Offering with St. Paul Apartment Community
JLL Income Property Trust Fully Subscribes DST Offering with St. Paul Apartment Community March 4, 2021 Chicago (March 4, 2021) – JLL Income Property Trust, an...
More articles…
Tiger 21’s Michael Sonnenfeldt: Real estate and private equity have gone up dramatically
Tiger 21’s Michael Sonnenfeldt: Real estate and private equity have gone up dramatically August 2, 2017 | CNBC.com Michael Sonnenfeldt, Tiger 21 founder, discusses what his clients at an ultra-wealthy investment group are worried about. More...
Kestra Financial acquires 600-rep H. Beck
Kestra Financial acquires 600-rep H. Beck August 8, 2017 | Bruce Kelly | InvestmentNews.com The market for independent broker-dealer mergers saw its second sizable deal in as many weeks as Kestra Financial Inc. said Tuesday it had acquired a 600 rep and adviser firm...
Three nontraded BDCs are on Blue Vault’s watch list for a liquidity event. Find out which three BDCs…
Three nontraded BDCs are on Blue Vault’s watch list for a liquidity event. Find out which three BDCs… 1. Corporate Capital Trust has announced its intention and application to list on the NYSE under the ticker symbol “CCT”. 2. FS Investment Corporation II has...
Characteristics of Nontraded REITs
Whether you’re considering investing in a nontraded REIT (or other ‘alternative’ investment) or your financial advisor has recommended one to you, there are some key things to know about what makes these REITs a little different from others.
How did the median distribution yields for closed nontraded REIT programs in Q1 2017 compare to the average dividend yields for traded equity REITs?
How did the median distribution yields for closed nontraded REIT programs in Q1 2017 compare to the average dividend yields for traded equity REITs? Answer: The median distribution yield, based on the original offering prices for nontraded REIT shares in Q1 2017 was...
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
