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Advisors Cybersecurity

Remote Work: Cybersecurity Tips for Financial Services Professionals

As much of the world transitions to working remotely, it is important to make sure that you are doing so safely and securely. ...
Chris Rohde April 29, 2020 0

1031 Exchange Straight Through Processing

The Future Of Alternative Investments Is Here, And Some Sponsors are Already Reaping the Benefits

Straight Through Processing — the same kind of technology used to process investments into stocks and mutual funds over the ...
Ryan Gunn April 20, 2020 0

Real Estate 1031 Exchange Opportunity Zones Non-traded REITs

COVID-19 Impact Mitigation for 3 Popular Real Estate Investment Types

During the tumultuous economic period caused by the coronavirus pandemic, there are a myriad of indicators of public market ...
Kyle Engelken April 15, 2020 0

[INFOGRAPHIC] Non-Traded REIT Volume Has More Than Doubled, But Still Relies on Manual Processes

After the Non-traded REIT market peaked in 2013 at nearly $20 billion, the market entered a steep decline, dropping by $15.5 ...
Ryan Gunn March 25, 2020 0

Alternatives SEC Advisors

Reg BI: The Care Obligation and Reasonable Alternatives

As broker-dealers prepare to implement policies to comply with the SEC’s Regulation Best Interest (Reg BI), one requirement they ...
Chris Rohde March 20, 2020 0

Alternatives Fintech Straight Through Processing Altigo

ADISA Focus on Alternatives Part 3: The Opportunity Cost of Not Adopting Straight Through Processing

Last year at the ADISA Annual Conference, WealthForge CEO Bill Robbins joined Damon Elder, Publisher at TheDIWire.com for a ...
Ryan Gunn January 29, 2020 0

Alternatives Fintech Straight Through Processing Altigo

ADISA Focus on Alternatives Part 2: Straight Through Processing Solutions for Alternative Investments

Last year at the ADISA Annual Conference, WealthForge CEO Bill Robbins joined Damon Elder, Publisher at TheDIWire.com for a ...
Ryan Gunn January 22, 2020 0

Alternatives Fintech Straight Through Processing

ADISA Focus on Alternatives Part 1: Inefficiencies and High Error Rates in Alternative Investment Processes

Last year at the ADISA Annual Conference, WealthForge CEO Bill Robbins joined Damon Elder, Publisher at TheDIWire.com for a ...
Ryan Gunn January 17, 2020 0

Real Estate Fintech 1031 Exchange Straight Through Processing

[INFOGRAPHIC] How Passive Real Estate Ownership is Propelling the 1031 Exchange Market to New Heights in 2020

1031 Exchanges are on the rise. In 2019, the market reached $3.49 billion a 40% increase from 2018. All indicators are pointing ...
Ryan Gunn January 13, 2020 0

Fintech 1031 Exchange Opportunity Zones Non-traded REITs Altigo

3 Real Estate Investment Offering Types Available on Altigo

Altigo serves to streamline alternative investments, turning a lengthy and manual transaction process into a quick, accurate, and ...
Ryan Gunn November 19, 2019 0