Professional Services Perspectives
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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
Vistra collaborates with 1776ing to enhance alternative investment processing
“1776ing is dedicated to creating a frictionless investment experience and our collaboration with Vistra will amplify this mission.” — Sean O’Toole, Founder and CEO of 1776ing
Five Questions with Ryan Detrick: Navigating U.S. Markets
“Stocks and bonds are what a lot of people think of when they think about investments, but alternatives are becoming more important. As this economic cycle ages, having some non-correlated assets like alts is going to be very important for investors.” — Ryan Detrick
Demand for ExchangeRight’s Debt-Free Portfolios Leads to Another Full Subscription Event
“Protecting investors’ hard-earned wealth and providing stable monthly income through economic cycles is our primary goal each time we produce a new offering for our net lease platform.” — Warren Thomas, a managing partner at ExchangeRight
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Gladstone Commercial Provides a Business Update
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SmartStop Founder and CEO H. Michael Schwartz to Keynote the Canadian Self Storage Association’s 17th Annual Eastern Canadian Conference in Toronto
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CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations
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Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
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Clip: Who is SS&C?
In this clip from Inside the V(ALT), Nicole Greene explains who SS&C’s clients are.
SmartStop Self Storage REIT, Inc. Opens Newly Constructed Facility in the Greater Toronto Area
SmartStop Self Storage REIT, Inc. (“SmartStop” or the “Company”), a self-managed and fully-integrated self storage company with…
How does an UPREIT function and what benefits does it provide?
Answer: In a 721 UPREIT (Umbrella Partnership REIT) transaction, property is contributed to a REIT’s operating partnership (OP) in exchange for a…
Existing-Home Sales Climb 2.0% in July
Existing-home sales rose in July, marking two consecutive months of increases, according to the…
Inside The V(ALT), with Jason Gandy
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