1 min read
Investors Expect Digital-First Solutions (But Not All RIAs Heed the Call)
Digital technology and the internet have forever changed the way we share information and network. From social media to a never-ending parade of...
3 min read
The Expanding Universe of Business Development Companies and their Real-World Investment Impacts
Tax-advantaged, non-traded business development companies (BDCs) are alternative investment funds designed to boost the economy while generating a...
1 min read
Opportunity Zone Funds: Could Changes Be on the Horizon?
A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer considerable...
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...
3 min read
The Difference Between Opportunity Zones and 1031 Exchanges
2018 tax reform laws have created a new investment category: Opportunity Zones. Qualified Opportunity Funds join an increasingly popular group of...