Service Provider Perspectives- Page 12 of 14

Service Provider Perspectives

December 11, 2022

Maximize Your LinkedIn Potential

Maximize Your LinkedIn Potential December 12, 2022 | Marketing Intent What’s one of the first things people do when they meet you or see one of your posts on LinkedIn? They check out your LinkedIn profile. PLAN TO USE LINKEDIN TO ITS MAXIMUM POTENTIAL TO SHOW YOUR CREDIBILITY AND GAIN TRUST WITH PROSPECTS AND CLIENTS. …

November 18, 2022

CAIS: Performance Dispersion in Alternative Asset Classes

CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to include an alternative asset class in their client portfolios, they typically compare performance at an index level. Yet, when their process moves from portfolio construction to actual implementation,…

November 9, 2022

Alternative Investments: Why Now is the Time

Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased news coverage and surveys, with headlines ranging from surging alts demand by financial advisors to young and wealthy investors flocking to alternatives. For good reason. Alternative investments have historically provided…

September 1, 2022

506(c) Offerings: No Loss of Exemption if Reasonable Steps Fail to Find Nonaccredited Investor(s)

While consensus among attorneys and industry leaders regarding the application of the 506(c) offering appears to be building, there remain those that continue to express trepidation.

May 26, 2022

Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company

Alternative Investment Exchange (AIX) Announces Technology Integration with The Sycamore Company May 25, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, is integrating with The Sycamore Company ("Sycamore") to put efficient alternative investing at advisors' fingertips. Sycamore is a provider of cloud-based…

March 3, 2022

Actionable Insights: Bitcoin proves its mettle during Russian financial turmoil

Actionable Insights: Bitcoin proves its mettle during Russian financial turmoil March 2, 2022 | Anastasia Amoroso | iCapital A pivotal geopolitical moment may also have been a pivotal one for the cryptocurrency ecosystem. Under pressure from governments, cryptocurrency platforms stood firm as independent, decentralized, and safe from central authority interference. The period we are living…

March 1, 2022

AIX Platform Profile

AIX Platform Profile January 27, 2022 | Alternative Investment Exchange What does the AIX Platform do? Alternative Investment Exchange (AIX) is an enterprise technology platform purpose-built to streamline the alternative investments process for everyone involved. By conforming to each clients’ product structures, workflows, and technology, AIX drives real, transformational change that reduces friction, creates value, and…

February 16, 2022

2021: A Record Breaking Year for Altigo

2021: A Record Breaking Year for Altigo February 1, 2022 | Heather Acey | WealthForge In 2021, a clear theme emerged to describe the Altigo platform and team: Exponential growth. Today we take a look back at a mind-blowing year of growth and teamwork, all made possible by our clients and dedicated team of professionals that…

February 21, 2020

AI Insight

AI Insight is the industry’s online go-to resource for alternative investment research, training and compliance support. Join the thousands of advisors...