Professional Services Perspectives
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Headlines
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.
CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
Newly formed division will provide financial advisors access to structured investments, hedging and monetization strategies, trade execution, and managed solutions.
Weekly Alts News Roundup: April 8, 2025
Blue Vault’s Weekly Alts News Roundup gets you up to speed on industry happenings: new offerings, regulation, technology, and more.
Five Questions with SEI’s Mat Dellorso: Technology’s Transformative Impact
In this Q&A, Mat Dellorso, Managing Director of SEI Access™, discusses how technology stands to exponentially expand the alts market and the role that SEI Access will play in that transformation.
Recent News
Sean Raft: The Key to a Successful Partnership with Sponsors
In this video clip from the panel webinar, 506(c) Best Practices: Part 2, Sean Raft (Urban Catalyst) explains the key to a successful relationship with...
CAIS: Performance Dispersion in Alternative Asset Classes
CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to...
Apollo Debt Solutions Announces Monthly Distribution Increase
Apollo Debt Solutions Announces Monthly Distribution Increase November 16, 2022 | Apollo Global Management, Inc. Apollo Debt Solutions BDC (“ADS” or the “Fund”) today...
FS Credit Real Estate Income Trust to Increase Distribution Rates?
FS Credit Real Estate Income Trust to Increase Distribution Rates? November 17, 2022 | James Sprow | Blue Vault On November 3, an SEC filing stated that FS Credit Real...
What Fundraising Woes? PE Giants Are Raking in Cash.
What Fundraising Woes? PE Giants Are Raking in Cash. November 15, 2022 | Hannah Zhang | Institutional Investor Private equity fundraising on average may be down this year,...
Apollo Funds Complete Acquisition of Tenneco
Apollo Funds Complete Acquisition of Tenneco November 17, 2022 | Apollo Global Management, Inc. Tenneco and Apollo (NYSE: APO) today announced that funds managed by Apollo...
More articles…
SmartStop Self Storage REIT, Inc. Reports Strong Third Quarter 2021 Results with Best in Class Same-Store Revenue and NOI Growth
SmartStop Self Storage REIT, Inc. (“SmartStop”), a self[1]managed and fully-integrated self storage company, announced its overall results…
Cottonwood Communities $1 Billion Offering Declared Effective
The SEC declared the common stock offering of Cottonwood Communities effective on November 4, 2021. The following selections are from the…
HealthCare Trust of America gains after company says evaluating alternatives
HealthCare Trust of America (NYSE:HTA) gained 2% after the company earlier said its evaluating options including a potential sale…
Inflation Fears are Driving More Investors Towards Commercial Real Estate
Inflation appears to be providing another tailwind for investors looking to increase allocations to commercial real estate…
The Parking REIT Receives $20 Million Equity Investment and Acquires Two Parking Garages
The Parking REIT, Inc. (“The Parking REIT” or the “Company”) announced today that it has closed on a $20 million…











