Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
CAZ Investments’ GP Stakes Strategies Now Available via iCapital® Amid Rising Private Markets Demand
GP stakes is an investment strategy generally focused on the purchase of a minority and passive interest in a private equity (or private credit) firm.
The 60-90 Day Approach
By beginning your marketing efforts 60 to 90 days in advance, you’re giving yourself the opportunity to build awareness and establish credibility in a much more effective way.
iCapital® and Apollo Expand Partnership to Enhance Access to Alternative Investments
iCapital’s partnership with Apollo is addressing the growing demand for evergreen private market investments from the wealth management sector.
The Power of Verticalization: Why Domain Expertise Wins in Financial Services
Without context, precision, and compliance readiness, AI can’t deliver the business outcomes that wealth and asset managers need.
Recent News
The Word on WealthTech for August 2023
The Word on WealthTech for August 2023 Aug 03, 2023 | Doug Fritz | Wealth Management Welcome to the Word on WealthTech. Each month we offer our take on a few recent...
Messing With The Magic: Why DFW Might Not Outperform This Cycle
Messing With The Magic: Why DFW Might Not Outperform This Cycle August 3, 2023 | Olivia Lueckemeyern | Bisnow The end of 2007 was a tense time for commercial real...
US Hotel Occupancy, RevPAR Tick Down in Week Ended July 29
US Hotel Occupancy, RevPAR Tick Down in Week Ended July 29 August 3, 2023 | Muhammad Hammad Asif | S&P Market Intelligence US hotel performance showed mixed results...
Explainer: Moody’s latest views on the US government: The last triple-A standing
Explainer: Moody’s latest views on the US government: The last triple-A standing August 4, 2023 | Davide Barbuscia | Reuters Moody’s remains the last of the...
U.S. Industrial Leasing Down A ‘Staggering’ 47% From Last Year: JLL
U.S. Industrial Leasing Down A ‘Staggering’ 47% From Last Year: JLL August 2, 2023 | Jon Banister | Bisnow The industrial sector is still delivering a wave...
Rising Interest Rates a Boon for Blackstone BDC, Interval Fund Investors
Rising Interest Rates a Boon for Blackstone BDC, Interval Fund Investors August 8, 2023 | Johnathan Rickman | Blue Vault As interest rates continue to rise, investors in...
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Bluerock Total Income+ Real Estate Fund Eclipses $7 Billion in Net Assets; Reports Continued Outsized Shareholder Returns
Bluerock Total Income+ Real Estate Fund (“Bluerock Total Income+,” “the Fund,” “TI+,” tickers: TIPRX, TIPPX, TIPWX, TIPLX, TIPMX) announced today the Fund…
ExchangeRight Announces $179 Million Portfolio Full Subscription
ExchangeRight, one of the nation’s leading providers of diversified real estate DST and REIT investments, announced that it has fully subscribed its $179 million Net-Leased Portfolio…
Inside the V(ALT), with WealthForge
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Bill Robbins: Crossing the Chasm
Bill Robbins (CEO, WealthForge) talks about the fear of being an early technology adopter in this clip from Inside the V(ALT).
Bill Robbins: A Quantum Leap
Bill Robbins (CEO, WealthForge) talks about what is driving Altigo’s next quantum leap in this clip from Inside the V(ALT).











