Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
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.
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.
Stay informed about alts
Subscribe to our free emails
Recent News
Taylor Garrett: Not Looking for Home Runs
In this video clip from the panel webinar, A DST Market Update, Taylor Garrett (president, Orchard Securities), describes the qualities they look for in a...
Taylor Garrett: A Lagging Indicator
In this video clip from the panel webinar, A DST Market Update, Taylor Garrett (President, Orchard Securities) describes DSTs as a lagging indicator of the CRE...
STR: U.S. hotel results for week ending 22 October
STR: U.S. hotel results for week ending 22 October November 2, 2022 | HospitalityNet U.S. hotel performance decreased slightly from the previous week but showed improved...
ExchangeRight Offering Achieves 152.96 to 158.71 Percent Total Returns Including Return of Capital
ExchangeRight Offering Achieves 152.96 to 158.71 Percent Total Returns Including Return of Capital November 1, 2022 | ExchangeRight ExchangeRight, one of the nation’s...
ExchangeRight: Real Estate Investment Trusts (REITs) (subscribing advisors only)
Sorry, but you do not have permission to view this content.
ExchangeRight: 721 Investing Strategy (subscribing advisors only)
Sorry, but you do not have permission to view this content.
More articles…
SEC Committee Recommends Expanded Access to Private Investments
The Securities and Exchange Commission’s Asset Management Advisory Committee has unanimously approved a recommendation to expand retail investor access to private…
Tax Plan’s Limits on Alts in IRAs Wouldn’t Just Hit the Wealthy
A part of the wide-ranging tax package proposed by the House Ways and Means Committee would limit the ability of IRA and retirement account holders to invest…
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in?
What types of assets will Strategic Capital Fund Management’s new $1.5 billion platform invest in?
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds
UMB Fund Services Launches Automated OCR Subscription and Tender Processing for Registered Closed-End Funds October 11, 2021 | UMB Fund Services UMB Fund Services (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), today announces the launch of its...
Corey Maple: Legendary’s Unique Strategy
...
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
