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
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
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
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
