Alternative Investments

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…

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?…

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…