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

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

The Alta Advisor Platform is here. Created for ambitious RIAs…
Alta Trust & Morningstar Launch Foundation Series CITs

Alta Trust & Morningstar Launch Foundation Series CITs

We are excited to share a major milestone with Morningstar…
The Next Summit: Retirement & Private Markets – A gathering for those shaping the future of 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…
Trump Executive Order on 401(k)s and Private Markets: What Advisors Need to Know

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…
Alta Regulated Trust Company
Why a Regulated Fund Administrator Matters

Why a Regulated Fund Administrator Matters

Fund administration is an easily overlooked topic. It’s not glamorous…
Why Alta Trust?

Why Alta Trust?

https://vimeo.com/519668848
South Dakota Trust
Why South Dakota: The Trust Capital of the US

Why South Dakota: The Trust Capital of the US

When most people think of South Dakota, they think of…
7 Things Top Investment Advisors Do (that you probably don’t)

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

Most investment advisors know that financial expertise, track-record, and communication…
Trends and Opportunities U.S. Wealthtech, Fintech and Regtech

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

At The Private Fund Conference hosted by Alta Trust in…
What Was Old is New Again: Collective Investment Trusts

What Was Old is New Again: Collective Investment Trusts

What are CITs? CITs, which are sometimes called Collective Trust…