Professional Services Perspectives
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Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
By focusing on how your services fulfill the specific needs of financial advisors and investors, your marketing efforts can become more effective and impactful.
The Top Employee and Independent Broker/Dealers
This year, J.D. Power found that satisfaction among employee advisors rose 59 points between 2023 and 2024, while satisfaction among independent advisors dropped by 15 points.
The Essential Income REIT’s Net Asset Value Increases Again
“We are excited to achieve this consecutive increase in the REIT’s Net Asset Value on behalf of the Essential Income REIT’s investors, especially in an economic environment that has been so incredibly volatile,” said Ungerecht.
Blue Vault Publishes April 30, 2024 Interval Fund and Tender Offer Fund IPPs
Blue Vault is committed to providing access to valuable performance information that was formerly stored deep inside financial statements and filings, and often difficult to obtain.
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Recent News
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all...
Bento Engine Scores $1.1 Million in Seed Funding
Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it...
Three Reasons Why A Low Quality Website Hurts Your Business
Three Reasons Why A Low Quality Website Hurts Your Business June 24, 2022 | Marketing Intent Have you ever come across a company and visited their website only to be shocked...
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II June 16, 2022 | Urban Catalyst Urban Catalyst, Silicon Valley’s premier Opportunity...
Three Audiences New Asset Managers Need To Understand
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Marcus & Millichap: Retail Sales
Marcus & Millichap: Retail Sales June 24, 2022 | Marcus & Millichap Restaurants and Grocers Lead Subdued Month in Core Retail Spending Retail sector approaches a...
More articles…
Hartman Short Term Income Properties XX Reduces Distribution, Updates NAV
On January 26, 2021, the board of directors of Hartman Short Term Income Properties XX, Inc. ratified the reduction of the Company’s monthly distribution for…
InPoint Commercial Real Estate Income Declares Q1 2021 Distributions
…distributions will be paid in cash or reinvested in shares of the Company’s common stock for stockholders participating in the Company’s distribution reinvestment plan.
Skilled Nursing Investors Hold On, Despite Pandemic
Investors still believe in skilled nursing properties—even though many beds are empty at nursing homes because of the coronavirus pandemic…
The 401(k) of real estate: the 1031 like-kind exchange
As with tax deferred retirement accounts, like-kind exchanges allow real estate owners to reinvest their profits from the sale of income producing properties into other similar income producing properties and defer – not dodge – the taxes.
KBS Growth & Income REIT to Delay Liquidation
In a letter to shareholders filed with the SEC in a January 27, 2021, 8-K, the board of directors of KBS Growth & Income REIT, a nontraded REIT…
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