Professional Services Perspectives

read the latest content from fintech and other service firms

Headlines

RIA Email Marketing That Misses

Every email should serve a purpose in the journey toward building a relationship, not just securing a transaction. 

Stay informed about alts

Subscribe to our free emails

Recent News

KKR REIT makes moves to prop up its NAV

KKR REIT makes moves to prop up its NAV

Bruce Kelly | Investment News In an unprecedented move by a nontraded real estate investment trust, the KKR Real Estate Select Trust Inc. on Tuesday disclosed its management...

Eagle Point seeks to generate high current income and capital appreciation

More articles…

Fund Accounting for Today’s Funds

Fund Accounting for Today’s Funds July 6, 2023 | David Fisher | Phoenix American Private equity funds have unique fund accounting challenges, the more so because no two private equity funds are quite the same. Fund managers are well-advised to engage a third-party...

Why Hire A Marketing Firm For A 506(B)?

Why Hire A Marketing Firm For A 506(B)?  July 10, 2023 | Marketing Intent Some firms offering 506(b) private placements wonder why they would hire a marketing firm. While a 506(b) can be very limited on how you can market the offering, there are a number of ways you...

Is Your Marketing Ignoring Due Diligence Officers?

Is Your Marketing Ignoring Due Diligence Officers? July 10, 2023 | Marketing Intent Due diligence officers play a key role in the success of investment offerings through their firms. But many asset managers don’t have a plan to market to due diligence officers in a...

DON’T MISS OUT

Subscribe to our free email for the latest alts news and analysis