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WealthForge announced today that its electronic investment processing platform, Altigo, has successfully completed an independent SOC 2 Type II...
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WealthForge announced today that Altigo, their electronic processing platform for alternative investments, has added automation for custodian forms....
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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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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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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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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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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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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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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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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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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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2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of...