Professional Services Perspectives
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How many additional interval funds were in operations as of December 31, 2023, compared to December 31, 2022?
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Strategy Is Nothing Without Implementation
By collaborating with a third party like us, you gain access to a broader range of expertise and resources, ensuring that your strategy is not just a document but a dynamic, actionable plan leading to measurable success.
The Rate Cuts Are Coming! The Rate Cuts Are Coming!
We now have ample hands, multiple lanterns, and still can’t find the correct path – the rate cuts are coming, it’s just a question of whether…
AssetMark To Acquire $12B In Assets From Morningstar Wealth TAMP
Morningstar Wealth will join the AssetMark platform as a third-party strategist, providing advisors with model portfolios and separately managed accounts managed by Morningstar.
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Recent News
CAIS: Bitcoin as Inflationary Hedging
Nicholas Millikan (CAIS) and Steve Kurz (Galaxy Digital Partners, LLC) discuss how cryptocurrencies act as a hedge against...
CAIS: Valuation of Cryptocurrency for Financial Advisors
Nicholas Millikan (CAIS) and Steve Kurz (Galaxy Digital Partners, LLC) discuss how financial advisors can ease their clients into...
iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions
iCapital® to Acquire SIMON Markets, a Leading Advisor Platform for Structured Investments, Annuities, and Risk-Managed Solutions May 25, 2022 | iCapital iCapital1, the...
Preferred Apartment Communities, Inc. Announces Proxy Advisory Firm ISS Recommends Stockholders Vote “FOR” Proposed Acquisition by Blackstone Real Estate Income Trust, Inc.
Preferred Apartment Communities, Inc. Announces Proxy Advisory Firm ISS Recommends Stockholders Vote “FOR” Proposed Acquisition by Blackstone Real Estate Income Trust, Inc....
Office Space Demand Below Seasonal Norms, But That’s Okay
Office Space Demand Below Seasonal Norms, But That’s Okay May 26, 2022 | Paul Bergeron | GlobeSt.com Demand for office space fell by just a tick of 1.5 percent nationally...
No End in Sight for Strong Demand for Class-A Multifamily Units
No End in Sight for Strong Demand for Class-A Multifamily Units May 19, 2022 | Bendix Anderson | WealthManagement.com Developers simply cannot build enough new, luxury...
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Clip: Why Do Advisors Use Alternative Investments?
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, he discusses the reasons advisors are using alternative investments.
NMHC Rent Payment Tracker Finds 90.6 Percent of Apartment Households Paid Rent as of October 20
The National Multifamily Housing Council (NMHC)’s Rent Payment Tracker found 90.6 percent of apartment households made a full or partial rent payment by October 20 in its…
Clip: Alternative Investment Platform Advancements
In this clip from our Inside the V(ALT) podcast featuring Amit Khanna, Stacy Chitty and he cover Pershing LLC’s advancements in the ability of advisors to manage their alternative investment usage.
US Hotel Occupancy Stays at 50% in Week Ended October 17 – STR
U.S. hotel occupancy in the week ended Oct. 17 remained level with the previous week at 50.1%, according to the latest weekly data from…
Leitbox Storage Fund – Properly Positioned, Perfectly Timed
Blue Vault recently spoke with the team at Leitbox Portfolio Partners Self-Storage Fund II, LLC, including Bill Leitner, Manager, Laurie Levassar Senior Vice President of…
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