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FINRA SEC Advisors

How Will the Newly Expanded Accredited Investor Definition Affect Wealth Managers?

On August 26th, 2020, the SEC amended the definition of accredited investor, an identifier of individuals and entities that are ...
Mat Dellorso September 8, 2020 0

Real Estate Advisors

There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments

When investors think of investments outside of stocks and bonds, often the first thing that comes to mind is real estate. Real ...
Ryan Gunn August 25, 2020 0

Fintech Advisors Straight Through Processing

Advisors are Failing Their Best Investors When it Comes to Alternative Investments

High net worth investors come with different investing preferences and a broader set of investment options than the average ...
Ryan Gunn August 20, 2020 0

Fintech Straight Through Processing COVID-19

The Rise of FinTech During COVID-19

Financial services is one of the most highly regulated industries in the United States. The complexities of regulation create a ...
Ryan Gunn July 8, 2020 0

Alternatives Fintech Advisors Straight Through Processing Altigo

The Difference Between Electronic Signature and Straight Through Processing for Alternative Investments

With remote work becoming more prevalent, many wealth management firms are looking into technology solutions that digitize ...
Ryan Gunn June 15, 2020 0

1031 Exchange Straight Through Processing Altigo

Is COVID-19 Creating a Rush on 1031 Exchange Equity?

The coronavirus pandemic has had rippling effects on the economy over the past several months, including sending stocks into a ...
Bill Robbins May 8, 2020 0

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
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