Blog - Page 170 of 301

August 17, 2022

Marketing Intent: Overcoming Obstacles When Managing Marketing And Delegating

Marketing Intent: Overcoming Obstacles When Managing Marketing And Delegating August 17, 2022 | Marketing Intent You’re short staffed, buried in work and you know you should delegate to get out from underneath it and get caught up on your marketing tasks, but you’re not. Why aren’t you delegating? Even seasoned marketing managers fall victim to…

August 17, 2022

SS&C: Closing the Customer Knowledge Gap

SS&C: Closing the Customer Knowledge Gap August 17, 2022 | SS&C Asset managers have access to more data today than ever before. By harnessing it, savvy firms can unlock powerful insights into their customers’ profiles, preferences and priorities. These insights, in turn, can enable firms to design more efficient and effective distribution strategies built on…

August 16, 2022

For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values?

For those 16 nontraded REITs that had open offerings as of June 30, 2022, how many based their asset management fees on their net asset values? Answer: All but four of the nontraded REITs based their asset management fees on their total net asset value. The four based their asset management fees on the gross…

August 16, 2022

Highlighting NexPoint Diversified Real Estate Trust

NexPoint Diversified Real Estate Trust (NXDT) is an externally advised, publicly traded, diversified real estate investment trust...

August 16, 2022

Clearing Up Misconceptions about Alts

Clearing Up Misconceptions about Alts August 12, 2022 | John Rickman | WealthForge Have you ever wondered why alternative investments are called “alternative” investments? Industry insiders know that “alts” are essentially anything other than stocks, bonds, or cash. They can include real estate, hedge funds, private equity, and even fine art and antiques. Unfortunately, broadly…

August 16, 2022

BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences

BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences June 15, 2022 | BNY Mellon Pershing BNY Mellon’s Pershing (“Pershing”) today announced the next generation of technology solutions for advisors and wealth management professionals from its flagship conference INSITE 2022. Experience and efficiency are front-and-center in this latest…