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Clearing Up Misconceptions about Alts

Have you ever wondered why alternative investments are called “alternative” investments? Industry insiders know that “alts” are ...
John Rickman August 12, 2022 0

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 ...
John Rickman August 4, 2022 0

Alternatives Business Development Companies BDCs

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 ...
John Rickman July 20, 2022 0

Opportunity Zones

Opportunity Zone Funds: Could Changes Be on the Horizon?

A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer ...
John Rickman June 28, 2022 0

Illiquidity Doesn’t Have to be Your Enemy

*This is a guest post written by Richard Hillson of Hillson Consulting in April 2022. One of the most common conversations I have ...
Richard Hillson April 27, 2022 0

5 Things to Include in a Marketing Teaser for your Next Private Capital Raise

There is no one "right way" to go about creating a marketing teaser for your capital raise. However, there are some best ...
Diana Alderbashi March 21, 2022 0

Alternatives Straight Through Processing Altigo

Mid-Year Update: New Features on Altigo

A growing community of 100+ sponsors, BDs and RIAs benefit from using Altigo for their alts business.  Our team is hard at work ...
Vanessa Gleiser June 1, 2021 0

First Altigo Client Talks Alts Industry Trends and Results

The WealthForge team recently caught up with Jay Frank, Chief Operating Officer at Cantor Fitzgerald Investment Management, to ...
Heather Acey February 11, 2021 0
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