2 min read
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 client. For example, high...
4 min read
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 profit-margins, or do a combination...
3 min read
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 income stream, and...
3 min read
What is a Qualified Opportunity Zone Fund?
What is an opportunity zone? An opportunity zone is an economically distressed area or community designated by the state in which it resides and...