4 min read
[VIDEO] Beyond Real Estate: A Look at Private Credit
We recently rolled out a webinar series, "Beyond Real Estate: What Else is Out There?", in an effort to educate reps and financial advisors about a...
Alternatives
4 min read
Altigo 2022 Year in Review
With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing...
5 min read
Venture Debt: Equity Venture Capital's Little Brother
The following is a guest post by Richard Hillson of Hillson Consulting: Venture debt is a term that you may not have heard, but it is certainly one...
5 min read
Technology Gains and a Growing Market Bring New Importance to Alts
The following interview with Altigo co-founder Mat Dellorso first appeared in the September 2022 issue of Real Assets Advisor. In this interview, Mat...
1 min read
Alts Unbarred: Expanded Interest, Access Driving Sector Boom
The market for alternative investments is experiencing an unprecedented boom and is projected to expand further as barriers to access come down...
Clearing Up Misconceptions about Alts
Have you ever wondered why alternative investments are called “alternative” investments? Industry insiders know that “alts” are essentially...
3 min read
The Expanding Universe of Business Development Companies and their Real-World Investment Impacts
Tax-advantaged, non-traded business development companies (BDCs) are alternative investment funds designed to boost the economy while generating a...
2 min read
Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments
*This post was originally published by Phoenix American via PR Newswire on May, 13, 2021 SAN RAFAEL, Calif., May 13, 2021 /PRNewswire/ -- Phoenix...
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...
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...