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Ryan Gunn

Ryan leads content creation at WealthForge. He earned his bachelors from Virginia Tech and MBA from the College of William & Mary. His writings on fintech, alternative investments, and advisory best practices have been featured in Real Assets Advisor, Alternative Investments Quarterly, Equities, and other industry publications.

2 min read

Altigo Automates Custodian Documents for Alternative Investments

WealthForge announced today that Altigo, their electronic processing platform for alternative investments, has added automation for custodian forms....

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4 min read

Allocations to Alternatives: What RIAs Are Saying

The alternative investment industry accounts for over $10 trillion and is expected to continue growing. And yet, many alternative investment sponsors...

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2 min read

There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments

When investors think of investments outside of stocks and bonds, often the first thing that comes to mind is real estate. Real estate is the largest...

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2 min read

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

High net worth investors come with different investing preferences and a broader set of investment options than the average client. For example, high...

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4 min read

Change is Hard: 5 Steps to Successfully Roll Out New Advisor Technology at Your Firm

Financial advisory firms tend to be slow at adopting technology. As recently as 2018, the majority of firms didn’t have basic software for financial...

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3 min read

Unprepared Advisors Stand to Collectively Lose Trillions in AUM in Wealth Transfer

Advisors could be in trouble. Over the next 25 years, baby boomers are expected to pass $68 trillion on to their children in the largest generational...

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man-on-phone-at-table

3 min read

High Net Worth Investors Want Alternative Investments, Technology, and Improved Customer Experience

High net worth individuals, defined as those with $3 million or more in investable assets, are golden geese for an investment advisor. Cultivating a...

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Sharing-ideas-XXL

4 min read

Grow Your Advisory Firm Using Technology, Alternatives, and Economies of Scale

When trying to increase their profitability, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination...

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atlanta skyline at piedmont park

3 min read

The Differences Between Publicly-Traded, Non-Traded, and Private REITs

REITs (Real Estate Investment Trusts) have become a popular investment vehicle due to the potential for diversification, regular income stream, and...

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Old buildings in an alley in Baltimore, Maryland.

3 min read

What is a Qualified Opportunity Zone Fund?

What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which it resides and...

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