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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

Fintech Advisors

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 ...
Ryan Gunn January 31, 2020 0

Fintech Advisors

5 Challenges Hindering Technology Adoption by Financial Advisors

While the financial industry as a whole is rather quick to adapt to the digital age, not all segments of the industry are equally ...
Ryan Gunn November 7, 2019 0

Advisors

Unprepared Advisors Stand to Collectively Lose Trillions in AUM in Wealth Transfer

Advisors could be in trouble. Over the next 25 years, baby boomers are expected to pass $68 trillion on to their children in the ...
Ryan Gunn October 16, 2019 0

Alternatives Fintech Advisors

How Custodians Retain Advisors and Attract New Firms

Custodians compete over advisors who manage the approximately $46 trillion in invested assets in the United States. But not all ...
Ryan Gunn September 20, 2019 0

Fintech Advisors Straight Through Processing Altigo

How Advisors can Reduce NIGO Errors and Avoid Rework with Altigo

Any advisor who has gone through the process of allocating client assets to an alternative investment knows that NIGO errors can ...
Ryan Gunn August 9, 2019 0

Alternatives Fintech Advisors Straight Through Processing

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 ...
Ryan Gunn June 19, 2019 0

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

Recent Developments Breathe New Life into Non-Traded REITs

After years of decline, the non-traded REIT market is back on the rise thanks to a combination of changes in regulation, product ...
Kyle Engelken May 1, 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
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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.