Professional Services Perspectives
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Peachtree Group Announces Senior-Level Promotions
“Investing internally in our people is key to our success, and their expertise, strong leadership, innovative thinking, and commitment represent the best of our firm.”
Private Wealth Is Heading To Alternatives—What’s Driving It And Where Is It Going?
Alternative investments is a top priority for 49% of North American family offices, while 34% are planning to increase allocations to private credit.
Leitbox Storage Partners LLC Closes Joint Venture With Top Institutional Investor, Establishes Programmatic Investment Opportunity for Leitbox Investors
The property in Charlottesville, VA will host Leitbox’s prototype 3-story building with a basement, providing four levels of climate-controlled self-storage as well as minor mixed-use integration.
Knowledge is the Key to Unlocking Advisor Success, Says Madrona Financial Founder Brian Evans
Education and communication — for Evans and his clients — was the driving force behind Madrona Financial and that remains true today.
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Inside the V(ALT), with Kirk Montgomery of Practus – Part 2 [full episode]
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Clip: Blue Vault Data and Metrics
In this clip, Stacy Chitty talks about the role Blue Vault’s data can play in the Reg BI environment.
Clip: Reg BI & Nontraded REITs
In this clip, Kirk Montgomery and Stacy Chitty consider alternative investment compensation rates under Reg BI.
Clip: When Does Reg BI Go Into Effect?
In this clip, Kirk Montgomery and Stacy Chitty cover the basics of Reg BI.
Stacy Chitty: Blue Vault Data and Metrics
In this clip, Stacy Chitty (Managing Partner) talks about the role Blue Vault’s data can play in the Reg BI environment.
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