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Clip: Why Choose Industrial Real Estate?

Clip: Goal of CIM Group

September 29, 2020

In this clip, Avi Shemesh peaks about providing the same quality asset management to both institutional and retail investors.

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc.

September 28, 2020

Phoenix American Announces New Client Partnership With New York City-Based Time Equities, Inc. September 28, 2020 SAN RAFAEL, CA – Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real estate investment and development firm, Time Equities Inc. (“TEI”). Phoenix American will fulfill the back-office operational …

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CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs

September 24, 2020

CNB Custody Enhances Services by Launching Direct Real Estate in Self-Directed IRAs  September 18, 2020 CNB Custody is pleased to announce we are now able to custody direct real estate investments within IRAs.  Senior Vice President of Operations, Jenny Heiman, says that the decision to offer real estate was made “because we saw a need …

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AIX and Great Lakes Fund Solutions Announce Integration

September 24, 2020

AIX and Great Lakes Fund Solutions Announce Integration AIX and Great Lakes offer seamless, paperless processing for clients as fund sponsors search for innovative alternatives to traditional processing September 22, 2020 | AIX Philadelphia, PA and Lake Villa, IL – September 22, 2020 – Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the …

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Altigo Streamlines Alts Investing

September 21, 2020

Altigo Streamlines Alts Investing September 21, 2020 | James Sprow | Blue Vault Blue Vault recently spoke with Bill Robbins, CEO at WealthForge, about how their vision for the Altigo platform is to make investing in and owning alternative investments as easy as owning a mutual fund. WealthForge was founded in 2009 and combines innovative …

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Inside the V(ALT), with Mike Huisman of UMB Bank[full episode]

September 15, 2020

In Episode Twelve of Inside the V(ALT), Mike Huisman and Stacy Chitty discuss the activity level of new product introductions, how sponsors are working through the product development process, the push towards a digital marketplace, and more.

Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments

September 15, 2020

Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments September 15, 2020 BNY Mellon’s Pershing (“Pershing”) recently announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application Program Interface (API) Store. The move underscores Pershing’s commitment to leveraging technology to deliver …

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The New Approach to Inflation

September 14, 2020

Federal Reserve Chair Jerome Powell is not the only American who had his vacation canceled this summer. The central...

Advisors are Failing Their Best Investors When it Comes to Alternative Investments

September 4, 2020

Advisors are Failing Their Best Investors When it Comes to Alternative Investments August 20, 2020 | Ryan Gunn | WealthForge High net worth investors come with different investing preferences and a broader set of investment options than the average client. For example, high net worth investors are accredited, and therefore have access to alternative investments …

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Second Annual Blue Vault Broker Dealer Educational Summit 2016
Broker Dealer Educational Summit 2016
May 30, 2016
    

The time (at Blue Vault's 2nd Annual Broker Dealer Educational Summit) proved extremely informative.