Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Advisor Insights Help Plan Sponsors Simplify Complexity, According To 16th Fidelity® Plan Sponsor Attitudes Study
92% of plan sponsors work with an advisor, increasing from last year.
CIM Group Advances Hospitality Lending Focus Closing $73.5 Million for Two Hilton Brand Hotels in Louisiana and Pennsylvania
The loans demonstrate CIM Group’s continuing focus on the hospitality industry which includes select-service and extended stay properties in addition to the full-service sector.
Elevating the Conversation: Using Objections to Strengthen Advisor Relationships
Advisors’ inquiries are not adversarial; they are a natural and essential part of their due diligence.
Sealy & Company Named One of Fortune’s Best Workplaces 2025
This distinction highlights the firm’s success in creating a positive, inclusive, and engaging environment for its employees.
Recent News
American Healthcare REIT (“AHR”) Announces First Quarter 2024 Results
American Healthcare REIT, Inc. American Healthcare REIT, Inc. (the “Company,” “we,” “our,” or “us”) (NYSE: AHR) announced...
Griffin Capital Announces Construction Completion On A 335-Unit Multifamily Community In Mesa, AZ
Griffin Capital Company Griffin Capital Company, LLC (“Griffin Capital”), a leading private real estate investment manager, together with their joint...
Bluerock Capital Markets Hires Jeffrey Klepacki As Executive Vice President And National Sales Manager
Bluerock Bluerock Capital Markets (“BCM”), a leading distributor of institutional alternative investment products and the dedicated dealer manager for Bluerock, announced...
Gold Leaf Farming Appoints Alice Catalano to Head of Investor Relations
Gold Leaf Farming Gold Leaf Farming, a prominent player in the agricultural investment landscape, is pleased to announce the appointment of Alice Catalano as the Head of...
CAIS Adds Some Blackstone Funds to its Marketplace
David Bodamer | WealthManagement.com CAIS, an alternative investment platform for independent financial advisors, has added alternative asset manager behemoth Blackstone...
CION Ares Diversified Credit Fund Announces $5 Billion Total Assets Under Management Milestone
BusinessWire CION Ares Management LLC (“CAM”), a joint venture between affiliates of CION Investments (“CION”), a leading manager and distributor of...
More articles…
Blackstone wrote down its stake in this Chicago office building to $0. Now it’s talking with lenders on the debt coming due.
Blackstone Inc. began talks with its lenders about options on a maturing $309.8 million senior loan on a 1.3 million–square–foot…
Warren Thomas: The Effect of Rising Interest Rates on Asset Managers
In this Blue Vault Minute, Warren Thomas (Managing Partner, ExchangeRight) addresses the effects of the Fed’s record-setting rate increases and the alts industry’s biggest challenge.
Luke Schmidt: Annual Distribution Rates by Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Annual Distribution Rates by Nontraded BDCs as of December 2022…
Jim Sprow: NTR Capital Raise
Jim Sprow (Senior VP Research, Blue Vault) discusses Nontraded REIT Capital Raise from Q42012 to Q42022…
Luke Schmidt: Total Industry Assets of Nontraded BDCs
Luke Schmidt (Senior Financial Analyst, Blue Vault) discusses the Total Industry Assets of Nontraded BDC’s from 2016 through 2022…










