Alta Insights - Alta Trust

Alternative Investments

7 Things Top Investment Advisors Do (that you probably don’t)

Most investment advisors know that financial expertise, track-record, and communication skills are markers of a good RIA. But what makes a GREAT investment advisor? How can you substantially increase your referrals and acquire the high-net-worth clients you are looking for?…

adminDecember 1, 2023

Advisors Trusts

Alta Trust Unveils New Platform to Help RIAs Scale Business, Provide Estate Planning

The Alta Advisor Platform is here. Created for ambitious RIAs who want a stronger position in winning and retaining multi-generational wealth, the platform gives advisors access to institutional-grade capabilities that can help them stand apart, deepen client value, and grow…

Adam PonderApril 2, 2026

Advisors Collective Investment Trusts Retirement

Alta Trust & Morningstar Launch Foundation Series CITs

We are excited to share a major milestone with Morningstar Retirement. Together, we have launched the Foundation Series Collective Investment Trusts (CITs), a lineup of six standardized, multi-manager portfolios designed to help expand access to professionally managed retirement portfolios for…

Brian HarrimanMarch 2, 2026

Advisors Alternative Investments Collective Investment Trusts Retirement

The Next Summit: Retirement & Private Markets – A gathering for those shaping the future of retirement

The retirement industry is at a turning point. For the first time, defined contribution plans are beginning to open the door to private markets, an inflection point as transformative as the rise of target-date funds nearly twenty years ago. What…

JamieSeptember 29, 2025

Advisors Alternative Investments Collective Investment Trusts Retirement

Trump Executive Order on 401(k)s and Private Markets: What Advisors Need to Know

President Trump is expected to sign an executive order instructing the Labor Department and SEC to issue clear guidance that would allow 401(k) and other defined-contribution plans to access private-market investments (think private equity, venture capital, real estate, and hedge…

JamieJuly 18, 2025

Alternative Investments

Why a Regulated Fund Administrator Matters

Fund administration is an easily overlooked topic. It’s not glamorous or exciting, but it is critical to the success of the fund. A General Partner (GP) can expose themselves to regulatory scrutiny or litigation, or at least create a poor…

JamieApril 23, 2024

Uncategorized

Why Alta Trust?

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adminJanuary 16, 2024

Trusts

Why South Dakota: The Trust Capital of the US

When most people think of South Dakota, they think of long stretches of plains and cold weather, but they may be surprised to know that, according to Q2 2023 FDIC State Profiles, South Dakota contains more than twice the banking…

adminDecember 1, 2023

Alternative Investments

Trends and Opportunities U.S. Wealthtech, Fintech and Regtech

At The Private Fund Conference hosted by Alta Trust in 2021, Rob Dearman, Chief Innovation Officer at DCG Insight, shared his thoughts on upcoming trends and opportunities. Rob focused on Wealthtech, FinTech and Regtech. While the conference was a couple…

adminDecember 1, 2023

Collective Investment Trusts

What Was Old is New Again: Collective Investment Trusts

What are CITs? CITs, which are sometimes called Collective Trust Funds (CTFs) or Collective Investment Funds (CIFs), have been in existence since 1927 and operate today in a similar way as mutual funds. The main difference between a CIT and…

adminNovember 30, 2023

7 Things Top Investment Advisors Do (that you probably don’t)

Alta Trust Unveils New Platform to Help RIAs Scale Business, Provide Estate Planning

Alta Trust & Morningstar Launch Foundation Series CITs

The Next Summit: Retirement & Private Markets – A gathering for those shaping the future of retirement

Trump Executive Order on 401(k)s and Private Markets: What Advisors Need to Know

Why a Regulated Fund Administrator Matters

Why Alta Trust?

Why South Dakota: The Trust Capital of the US

Trends and Opportunities U.S. Wealthtech, Fintech and Regtech

What Was Old is New Again: Collective Investment Trusts

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