Professional Services Perspectives
read the latest content from fintech and other service firms
Headlines
The Importance of Consistent Communication in Financial Advisor Relationships
Staying in front of financial advisors consistently is not just a marketing tactic; it’s a strategic approach that builds long-term relationships and trust.
Michael Kitces to Headline the Blue Vault Alts Summit 2025
Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will take place March 10-12, 2025, at the Omni PGA Frisco Resort.
Need for Recession-Resilient Income Drives Full Subscription of ExchangeRight’s $82.28 Million Offering
The offering contains 13 properties diversified across 10 states and 5 historically recession-resilient tenants, including FedEx, Tractor Supply, Dollar General, Dollar Tree, and Family Dollar.
BlueGate Boat & RV Storage Names JC Reed as Chief Operating Officer
Reed brings a wealth of experience to BlueGate, having served as senior vice president of operations at Store Space Self Storage, where he oversaw a multi-state portfolio of 70 locations with over $70 million in revenue.
Stay informed about alts
Subscribe to our free emails
Recent News
What is the latest acquisition of a public REIT by Blackstone REIT?
What is the latest acquisition of a public REIT by Blackstone REIT? Answer: Four of this year’s nine pending or completed REIT acquisitions involve Blackstone REIT,...
Gladstone Commercial Provides a Business Update
Gladstone Commercial Provides a Business Update August 3, 2022 | Gladstone Commercial Gladstone Commercial Corporation (Nasdaq:GOOD) (“we” or “Gladstone...
Michelle Thomas: CNB Custody as a Referral Source
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, Michelle Thomas (CNB Custody) describes their role as a referral...
Michelle Thomas: CNB Custody’s Role with Cryptocurrencies
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, Michelle Thomas (CNB Custody) describes their role in managing cryptocurrencies for...
Advisor, Nick Donaldson: On Ramps & Off Ramps
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, advisor, Nick Donaldson (Investment Fiduciary Planners) explains the most difficult...
Advisor, Nick Donaldson: What is an Appropriate Allocation?
In this video clip from the panel webinar, Cryptocurrency in IRAs: An Easy Solution, advisor Nick Donaldson (Investment Fiduciary Planners) describes how he handles the...
More articles…
Sila Realty acquires healthcare asset in Indianapolis market
Sila Realty Trust Inc. purchased a roughly 53,560-rentable-square-foot healthcare asset in the Indianapolis market for…
2021 IBD Report Card
For the most part, our annual independent broker/dealer report card shows advisors have a high degree of satisfaction with their chosen firms. Yet the number of advisors affiliated…
Grier Eliasek: Alignment of Interests
...
Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and…
Cottonwood Communities Completes $1.6B Merger
Cottonwood Communities, Inc., a publicly registered non-traded real estate investment trust, has closed its previously announced merger with Cottonwood Residential II, Inc…
DON’T MISS OUT
Subscribe to our free email for the latest alts news and analysis
