Professional Services Perspectives
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Headlines
SEC Risk Alert Puts Advisor Compensation and Product Conflicts Back in Focus
A recent SEC Risk Alert shows where compensation arrangements, product selection and routine billing practices can create compliance problems for advisory firms.
As Alternatives Become Mainstream, Advisors Face a New Scaling Challenge
As alternatives become a larger part of client portfolios, advisors are confronting challenges that extend well beyond selecting individual funds.
Alts Tech Continues to Evolve as Platforms Simplify Alternative Investment Workflows
Managing alternative investments is becoming less about paperwork and more about technology as new AI-powered tools and platform integrations reshape the advisor experience.
Apollo Pushes Daily Pricing as Private Credit Moves Closer to the Mainstream
Private credit has become a staple of many alternative investment portfolios—but could daily pricing be the next development that accelerates advisor adoption?
Recent News
Why an Advisor’s First Impression Happens Before Your Sales Team Gets Involved
Marketing Intent An advisor’s first impression of your firm usually doesn’t happen in a meeting with your sales team. It happens well before that. It may happen when they...
iCapital® and LYNK Markets Launch Inaugural Private ETN Offering with Pantheon to Expand Eligible Access to Private Markets
iCapital iCapital1 , the global fintech company shaping the future of investing, together with LYNK Markets, a fintech platform empowering private market distribution in...
Blue Vault Publishes Interval Fund, Tender Offer Fund Performance Reports for January – February 2026
Blue Vault has published the following Individual Performance Reports (orange font indicates this is the first time Blue Vault has published an IPP for the fund): Interval...
Apollo Funds Acquire Majority Stake in Noble Environmental, Inc.
Apollo Apollo (NYSE: APO) today announced that Apollo-managed funds (“Apollo Funds”) have acquired a majority interest in Noble Environmental, Inc. (“Noble Environmental” or...
Private Credit Performance Belies Media, Investor Qualms
Johnathan Rickman | Blue Vault Over the last year or more, nontraded, credit-focused alternative investments have steadily raised capital, grown assets, and generated solid...
Are Your Alternative Investment Marketing Materials Confusing Your Sales Team?
Marketing Intent Marketing teams—here’s a tough but important question: are you accidentally confusing your sales team? In the alternative investment world, this happens...
More articles…
All ExchangeRight Offerings Meet or Exceed Projections in 2025
All of the company’s offerings have met or exceeded distribution projections, with no loss of capital or disruptions to monthly distributions.
Inland Signs Approximately 140,000-square-foot Headquarters Lease in Downers Grove
JLL represented the landlord in the transaction.
Inland Appoints Accomplished Executive as Head of Global Wealth
Prior to joining Inland, Michael Collins was a Managing Director on the Capital Formation Team at Hunter Point Capital.
Consortium Led by Global Infrastructure Partners and EQT Agrees to Acquire AES
Transaction positions AES to accelerate growth as a leading clean energy platform across the Americas.
Based on the various offerings and investment structures tracked by Blue Vault, and most recent filings, what was the average redemption rate for private equity as an asset class year-to-date through September 30, 2025?
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