2 min read
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...
Fintech
6 min read
From Early Adopters to the Mainstream: A Fintech Platform’s Evolution
The following interview with Altigo CEO Bill Robbins first appeared in the October 2022 issue of Real Assets Advisor. In this interview, Bill...
2 min read
Reaping the Benefits (and Avoiding the Pitfalls) of Electronic Signature
Many wealth management firms are increasingly adopting technology solutions that digitize complex paper-based processes. However, a fundamental...
1 min read
Investors Expect Digital-First Solutions (But Not All RIAs Heed the Call)
Digital technology and the internet have forever changed the way we share information and network. From social media to a never-ending parade of...
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
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...