Professional Services Perspectives
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Wealthtech Key to Advisor Shortage Pickle: Reports
“Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model.” McKinsey and Company
New! Blue Vault Shares Q4 2024 Performance Reports on 23 Nontraded BDCs
Blue Vault has published new IPPs for Q4 2024, covering 23 nontraded Business Development Companies (BDCs), including offerings from Apollo, Blackstone, Blue Owl, Ares, and more.
Eye on Alts: April 15
Get up to speed on industry happenings: interval funds, BDCs, wealthtech, and more!
TIFIN ‘Playbook’ Aims to Fill AI Knowledge, Guidance Gap
The TIFIN AI Policy and Adoption Playbook is designed to help wealth advisors thoughtfully and securely integrate artificial intelligence into their operations.
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Recent News
StratCap Acquires Nearly $20 Million in Digital Infrastructure Assets in December
StratCap (“StratCap” or “the Company”) is proud to announce that its wireless infrastructure division (“StratCap Wireless”) has completed the acquisition of nearly $20...
Phoenix American Announces New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration
Phoenix American Announces New Client, Cannabis Fund Sponsor AC Capital Partners, for Fund Administration January 17, 2023 | Phoenix American Partnership reflects Phoenix...
Bluerock Capital Markets Logs a Record $4+ Billion in Annual Capital Raise in 2022, Up 92% Over 2021’s Record Inflows
Bluerock Capital Markets, LLC (“BCM” or “Company”), a distributor of institutional alternative investment products and the dedicated dealer manager...
Despite Stormy Credit Conditions, Multifamily Sector Still in Demand Among Investors
Despite Stormy Credit Conditions, Multifamily Sector Still in Demand Among Investors January 17, 2023 | Joe Gose | REBusinessOnline The mere flipping of the calendar to mark...
Understanding the Terms of the Blackstone REIT Share Repurchase Plan
Understanding the Terms of the Blackstone REIT Share Repurchase Plan January 17, 2023 | James Sprow | Blue Vault It is important for shareholders and journalists reporting...
Blackstone’s BREIT and other funds curb investor redemptions
Blackstone’s BREIT and other funds curb investor redemptions January 16, 2023 | Arleen Jacobius | Pensions & Investments While open-end real estate fund managers...
More articles…
Brookfield Weighing Spinoff of Asset-Management Unit
Brookfield Asset Management Inc. is weighing whether to spin-off its division that invests on behalf of institutions, a dramatic move…
Preferred Apartment Communities REIT Explores Options, Including Sale
Preferred Apartment Communities Inc., a real estate investment trust that owns retail and multifamily properties, is exploring options including…
Inland Private Capital Corporation Successfully Closes Two Self-Storage QOZ Conversion Funds with $252 Million in Investor Equity
Inland Private Capital Corporation (“IPC”) today announced the closing of two qualified opportunity zone (“QOZ”) offerings, Self-Storage Qualified Opportunity Fund…
Gladstone Commercial Provides a Business Update
Gladstone Commercial Provides a Business Update February 9, 2022 | Gladstone Commercial Corporation Gladstone Commercial Corporation (NASDAQ:GOOD) (“we” or “Gladstone Commercial”) is a real estate investment trust (“REIT”) focused...
It’s a Migration, Not an Exodus
Even in the midst of a multi-year pandemic that’s inflicted great damage to businesses and industries across the country…
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