Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
Five Questions with Nate Oltmans: Purpose and Intentionality
“When I connected the dots that I wasn’t saving the world one financial plan at a time, but helping other people overcome worry, fear, and dissatisfaction with their money, I enjoyed every client interaction more.” — Nate Oltmans
Credit-Focused Funds Help Drive Business, ‘Alts’ Industry Growth
Innovatively structured investment vehicles such as business development companies and interval funds centered on credit are stepping in to fill stubborn lending gaps.
Record growth: Interval funds emerge as key players in alternative investments
“Interval funds’ design aligns with the needs of both investors looking for access to alternatives and advisors seeking a reliable, scalable solution.” — Kimberly Flynn, XA Investments
Advisors Must Engage More with Women to Meet Monumental Wealth Transfer Moment, Alts Marketer Says
“Historically, women haven’t always been front and center in financial planning conversations, so advisors need to ensure women are well-positioned to manage the wealth coming their way.” — Cherie Fournier, Marketing Intent
Stay informed about alts
Subscribe to our free emails
Recent News
Marketing Intent: Optimizing Your LinkedIn Profile
Marketing Intent: Optimizing Your LinkedIn Profile October 25, 2022 | Marketing Intent You may have noticed that we at Marketing Intent have been using LinkedIn a lot more...
Interesting Trends in Nontraded REIT Debt
Interesting Trends in Nontraded REIT Debt October 25, 2022 | James Sprow | Blue Vault As expected with the economy-wide rise in interest rates, the weighted average interest...
Advisor, Rick Murphy: The Best Way to Use Alts in a Client’s Portfolio
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP for Berthel Fisher) discusses the best way to include alts...
Advisor, Karlton Kleis: Alts Currently Driving the Market
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Karlton Kleis (Managing Director of Capital Markets for Arete Wealth Management)...
Rick Murphy: A Day in the Life of a Broker Dealer
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Rick Murphy (Executive VP for Berthel Fisher) explains what a day in the life of a...
Advisor, Karlton Kleis: Shotgun to Rifle Approach with Alts during Economic Uncertainty
In this clip from the panel webinar, A Broker Dealer’s Perspective on the Alts Market, Karlton Kleis (Managing Director of Capital Markets for Arete Wealth Management)...
More articles…
David Fisher: How Can I Help Protect the 1031 Exchange Tax Law?
...
KBS Real Estate Investment Trust II, Inc. Sells Office Campus for $117.5 Million
KBS Real Estate Investment Trust II, Inc. (the “Company”) has sold Fountainhead Plaza, a campus of two office buildings located on just over 11 acres in Tempe, Arizona…
The Great Office Refusal
The pandemic has cut a swath through our sense of normalcy, but as has been the case throughout history, a disastrous plague also brings opportunities to reshape…
CAIS Expands Independent Broker Dealer Relationships with Alts Education
CAIS Expands Independent Broker Dealer Relationships with Alts Education September 28, 2021 | Business Wire CAIS Expands Independent Broker Dealer Relationships with Alts Education CAIS IQ empowers financial advisors and home offices with personalized alternative...
InvenTrust Properties to Trade on NYSE on October 12
InvenTrust Properties Corp. (“the Company”) on October 6 announced that it has received authorization to list its common stock on the New York Stock Exchange (“NYSE”)…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
