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....
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...
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...
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...
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...
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...
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...
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...
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...
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...