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Insights

The latest news and alts industry thought leadership from WealthForge.

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1 min read

Episode 2 - Fintech FinOps: Part 1

We are excited to bring you another episode of Forge in Focus, our podcast series spotlighting the individuals that make WealthForge one of the most...

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3 min read

Successful Syndicate Administration with a MBD

WealthForge recently connected with Michelle Wiens, Vice President of National Accounts at Capital Square, to discuss the benefits of outsourcing...

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Episode 1 (Meet the CCO): Part 3

For the third and final installment of our debut Forge in Focus podcast episode, “Meet the CCO,” Chief Compliance Officer Jim Raper continues his...

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1 min read

Episode 1 - Meet The CCO: Part 2

For the second installment of our debut Forge in Focus podcast episode, “Meet the CCO,” Chief Compliance Officer Jim Raper continues his conversation...

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1 min read

Episode 1 - Meet the CCO: Part 1

Q: How did WealthForge become one of the largest and most experienced managing broker-dealers in the alts industry?A: Its people.

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3 min read

Top 5 Reasons to Outsource Broker-Dealer Services

You’re an experienced commercial real estate developer with a history of success, proven leadership, and impressive portfolio value, but you feel...

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2 min read

Is the Market Ripe for Investing in Farmland?

As market worries deepen and faith in the 60/40 rule recedes, wealth managers are looking for new ways to balance and bolster client portfolios, with...

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4 min read

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 should be cognizant...

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3 min read

Managing Broker-Dealers: Benefits to Investment Sponsors with Selling Syndicates

A managing broker-dealer (also known as a dealer-manager) can provide significant value to its sponsor partners by bringing a wealth of experience...

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2 min read

Do You Need to Use a Broker-Dealer for an Opportunity Zone Fund?

The latest real estate-based tax-deferral investment strategy, opportunity zone funds, has only begun to impact the market. As more of these funds...

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