Professional Services Perspectives

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Email Is Not Dead

Email Is Not Dead

Email Is Not Dead July 3, 2023 | Marketing Intent Evolving Your Email We recently learned that wifi wasn’t initially adopted. With the obsession to find a wifi network, get a wifi password and check to see if a location we’re vacationing to is wifi...

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Clip: What is Single Family Rental?

Clip: What is Single Family Rental?

Clip: What is Single Family Rental? In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy examine the evolution of the Single Family Rental...

Clip: Who is Pacific Oak Capital Advisors?

Clip: Who is Pacific Oak Capital Advisors?

Clip: Who is Pacific Oak Capital Advisors? In this clip from our Inside the V(ALT) podcast featuring Ben Aitkenhead, he and Stacy talk about Pacific Oak Capital...

Bill Robbins: Advisors’ Biggest Complaint

Bill Robbins: Advisors’ Biggest Complaint

In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) talk about the downside of manual, paper-based...

Bill Robbins: Altigo vs. Competitors

Bill Robbins: Altigo vs. Competitors

In this clip, Bill Robbins (Chief Executive Officer, WealthForge) and Stacy Chitty (Managing Partner, Blue Vault) explore how Altigo differentiates itself from...

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Retirement Preparedness Requires Course Corrections

Retirement Preparedness Requires Course Corrections Americans are feeling unprepared for retirement but are willing to take steps to ensure more financial security later in life. February 15, 2017 | by Rebecca Moore | PLANSPONSOR While most Americans realize...

Hines Global REIT Sells Brindleyplace Assets in U.K.

Hines Global REIT Sells Brindleyplace Assets in U.K. February 27, 2017 | by James Sprow | Blue Vault On February 23, Hines Global REIT has announced the sale of five buildings at Brindleyplace in Birmingham, UK to an entity owned by clients of HSBC Private Bank and...

NASAA Guidelines

NASAA Guidelines February 23, 2017 | by Beth Glavosek | Blue Vault In July 2016, the North American Securities Administrators Association (NASAA) issued a request for public comment regarding an amendment to its policy on REITs. The proposal would add a uniform...

Should the SEC Step in Where the DOL Has Faltered?

Should the SEC Step in Where the DOL Has Faltered? February 22, 2017 | by Thomas Coyle | Financial Advisor IQ There’s confusion over the prospects of Department of Labor’s new fiduciary rule for retirement accounts. And this tumult — spawned largely by a recent...

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