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Fintech

Are High NIGO Rates on Investor Documents Costing You Time and Money?

When prospective investors decide to make an alternative investment, the documentation process is often overwhelming. Paper-based ...
Nicole Gibson July 5, 2018 0

Fintech

Why Agile? Software Development in FinTech

In 2011, Marc Andreesen published an Op-Ed in the Wall Street Journal entitled Why Software Is Eating the World. This article is ...
Terry Weatherstone June 5, 2018 0

Fintech Cybersecurity

Lessons from Facebook’s Follies: Are you Doing Enough to Protect your Investors’ Privacy?

As you’ve probably seen, Facebook has recently been in the news for all the wrong reasons. Facebook’s CEO, Mark Zuckerberg, has ...
Tim Boykin April 16, 2018 0

Events Alternatives Fintech

Automating a Revolution in Private Capital: A Recap of ADISA 2018

At WealthForge, we have an expression: Where capital goes, progress follows. So it was with great interest that I attended the ...
Bill Robbins April 6, 2018 0

Alternatives Advisors

5 Misconceptions about Investments in Private Securities

Private securities investments are inherently more risky, subject to restrictions, have longer hold periods, and higher fees than ...
Mat Dellorso March 22, 2018 1

Fintech Cybersecurity

4 Technology Tools to Make Managing Your Capital Raise Easier

There are a lot of moving pieces when it comes to raising capital. But, the internet has made the process easier and more ...
Kyle Engelken March 20, 2018 0

Returns Alternatives Liquidity Advisors

3 Reasons Advisors Shouldn’t Recommend Alternative Investments to Their Clients (And 3 Reasons Why They Should)

Broadly speaking, alternative assets include interests in direct participation programs, venture capital, private equity, hedge ...
Kyle Engelken March 8, 2018 0

SEC

SEC Shifts Focus to Capital Formation

On February 6, 2018, SEC Commissioner Michael Piwowar spoke at the University of Richmond School of Businessas part of its Robins ...
Chris Rohde March 8, 2018 0

Why Investors Need to Perform Their Own Diligence (Even for Offerings that Go Through a Broker-Dealer)

A key component of WealthForge Securities’ business is the diligence we perform on all of the Regulation D offerings that we ...
Ricky Segers February 7, 2018 0

Our 2018 Wish List for Capital Markets

  2017 was a fantastic year for WealthForge and capital markets as a whole. But in order to make 2018 even better, here are a few ...
Mat Dellorso January 25, 2018 0