Professional Services Perspectives
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ExchangeRight Appoints James Sabbatini as Senior Vice President of the Pacific Northwest Region
Sabbatini brings over 20 years of expertise in strategic roles within the investment management industry, where he has helped financial professionals deliver meaningful outcomes for their clients.
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square.
Bluerock’s Josh Hoffman on the State of the Alts Industry
Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.
Blue Vault 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports
…the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.
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Recent News
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and...
Diversifying Beyond the 60/40 Portfolio: Part 2
Diversifying Beyond the 60/40 Portfolio: Part 2 March 20, 2023 | Larry Swedroe | WealthManagement.com In the first article in this series, I established that portfolios...
Apollo units name successor chief compliance officer
Apollo units name successor chief compliance officer March 20, 2023 | Compliance Week Apollo Global Management announced the promotion of Ryan Del Giudice to chief...
CMCT Names Shaul Kuba Chief Investment Officer
CMCT (NASDAQ & TASE: CMCT) announced today the appointment of Shaul Kuba as Chief Investment Officer. Mr. Kuba will direct the continued expansion of CMCT’s portfolio of...
Collaboration between SS&C’s Black Diamond Wealth Platform’s and RightCapital
Collaboration between SS&C’s Black Diamond Wealth Platform and RightCapital March 21, 2023 | Anika Sidhika | Private Banker International SS&C Technologies Holdings,...
Northern Virginia Filling New Data Center Capacity Faster Than Anywhere Else in US
Northern Virginia Filling New Data Center Capacity Faster Than Anywhere Else in US March 17, 2023 | Keith Loria | Commercial Observer Northern Virginia, the world’s largest...
More articles…
Peachtree expands management team
Peachtree Hotel Group has added experienced executives with significant investment, operational and organizational expertise to its management teams…
REIT Execs Balance Opportunity and Uncertainty
REITs find themselves at an unsettling juncture in the real estate cycle.
They are still reaping what Ventas…
US Hotel Occupancy Slips in Week Ended April 2
Hotel occupancy in the U.S. for the week ended April 2 dropped slightly from the prior week at 64.1%, according to data from STR…
Four Things to Look for in an Opportunity Zone Fund
Opportunity Zones (OZs) were established by the 2017 Tax Cuts and Jobs Act to provide an incentive for investing in economically distressed communities…
Infinity Financial Joins Alternative Investment Exchange Platform
Infinity Financial Joins Alternative Investment Exchange Platform April 7, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial...
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