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Author: Ryan Gunn

Ryan Gunn

Ryan leads content creation at WealthForge. He earned his bachelors from Virginia Tech and MBA from the College of William & Mary. His writings on fintech, alternative investments, and advisory best practices have been featured in Real Assets Advisor, Alternative Investments Quarterly, Equities, and other industry publications.
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Alternatives Fintech Advisors Straight Through Processing

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 ...
Ryan Gunn May 31, 2019 0

Real Estate Advisors Non-traded REITs

The Differences Between Publicly-Traded, Non-Traded, and Private REITs

REITs (Real Estate Investment Trusts) have become a popular investment vehicle due to the potential for diversification, regular ...
Ryan Gunn April 10, 2019 0

Alternatives Fintech Straight Through Processing

[PODCAST] Alternatives and the Need to Automate the Investing Process

On March 20th, 2019, WealthForge CEO, Bill Robbins, joined Mike Consol, editor of Real Assets Adviser magazine, to discuss the ...
Ryan Gunn April 3, 2019 0

Alternatives Advisors Straight Through Processing

The Long Road to Straight Through Processing for Alternatives

On February 21, 2019, WealthForge CEO, Bill Robbins, joined a group of leaders in the alternative investment space to discuss ...
Ryan Gunn March 12, 2019 0

Real Estate Advisors Non-traded REITs

Non-Traded REITs 101: The Benefits and Risks to Investors

What is a REIT? A REIT (Real Estate Investment Trust) is a tax-advantaged investment vehicle created in 1960 as part of the Cigar ...
Ryan Gunn February 13, 2019 1

Taxes Opportunity Zones

What is a Qualified Opportunity Zone Fund?

What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which ...
Ryan Gunn January 25, 2019 0

Cybersecurity Straight Through Processing

How Manual Investment Processes Expose You to Risk

According to SEC Form D data, $1.7 trillion was invested into private offerings under Regulation D in 2017. Nearly all of those ...
Ryan Gunn October 26, 2018 0

Why Successful Reg CF Issuers Should Consider Reg A for Their Next Raise

NOTE: WealthForge no longer offers services and technology for Regulation A offerings. Click to view our current services for ...
Ryan Gunn October 11, 2018 0

Do You Need a Securities License?

Last month Tim Boykin, WealthForge’s corporate counsel, and Jim Raper, Chief Compliance Officer, sat down with Kim Lisa Taylor, ...
Ryan Gunn August 28, 2018 0

Fintech

What Are NIGO Documents?

NIGO is an acronym that stands for “not in good order.” In investments, insurance, or pretty much any other industry that ...
Ryan Gunn August 9, 2018 0
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WealthForge Holdings, Inc. is a diversified financial services company focused on providing alternative securities transaction solutions to our customers. WealthForge Holdings, Inc. includes subsidiaries that specialize in providing technology solutions and facilitating alternative securities transactions. WealthForge Holdings, Inc. is the parent company of WealthForge Securities, LLC and WealthForge Technologies, LLC. WealthForge Holdings, Inc.; WealthForge Securities, LLC; and WealthForge Technologies, LLC are separate but affiliated companies. All securities and investment products are offered by WealthForge Securities, LLC, a registered broker-dealer with FINRA and member of SIPC. Check the background of this firm on FINRA's BrokerCheck.