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What Are NIGO Documents?
Investors new to alternative investments often balk at the overwhelming amount of paperwork and manual processes involved in completing an alts...
2 min read
Investors new to alternative investments often balk at the overwhelming amount of paperwork and manual processes involved in completing an alts...
6 min read
The following interview with Altigo CEO Bill Robbins first appeared in the October 2022 issue of Real Assets Advisor. In this interview, Bill...
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Many wealth management firms are increasingly adopting technology solutions that digitize complex paper-based processes. However, a fundamental...
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Digital technology and the internet have forever changed the way we share information and network. From social media to a never-ending parade of...
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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...
4 min read
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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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
When trying to increase their profitability, an advisor can grow their firm’s assets under management (AUM), grow profit-margins, or do a combination...