Altigo 2022 Year in Review January 24, 2023 | Altigo With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology—and choosing Altigo to streamline their alts business. In 2022, Altigo reached new milestones in adoption and volume, reflecting a snowballing network effect that continues to take hold…

Marketing Intent: Participating And Planning January 20, 2023 | Marketing Intent HOW GREAT DOES IT FEEL TO BE ASKED TO PARTICIPATE IN A TASK FORCE TO PLAN AN INDUSTRY CONFERENCE? PRETTY DARN GREAT. [the_ad id="243470"] Planning the Summit Conference That’s how Cherie felt when Stacy Chitty from Blue Vault, asked her to participate in the…

3 Ways To Improve Your Website December 29, 2022 | Marketing Intent Does your website provide a compelling journey for financial advisors, or is it a confusing maze of information? If you haven’t positioned your website as the start of your client journey, you’re missing out on a key engagement tool. BELOW WE’LL DISCUSS THREE…

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.  …

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,…

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…

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.

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…

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…