Browsing Tag

Advisors

30 posts

Content geared toward wealth managers, consultants, and professionals supporting private investors, from compliance to portfolio strategy.

4 minute read

Private Markets & Alternatives

Rebalancing Your Investment Portfolio for 2025

As 2025 approaches, investors must evaluate performance, set clear goals, and rebalance portfolios to navigate market changes, focusing on strategic investments, tax efficiency, and maintaining liquidity for long-term growth.

November 6, 2024

4 minute read

Final Steps: Meeting the October Tax Deadline

Ensure compliance and maximize deductions before the October 15th tax deadline. Finalize key investment forms, avoid costly mistakes, and optimize your financial position for future tax efficiency.

September 20, 2024

4 minute read

Wealth & Estate Planning

Wealth Management Across Generations: Succession Planning for Family Offices

Explore how family offices are leveraging technology, legal frameworks, and next-gen training to master succession planning. Learn strategies for wealth preservation, smooth transitions, and fostering leadership across generations.

September 9, 2024

4 minute read

Private Markets & Alternatives

Investing in LatAm: How to Recognize Opportunities and Safeguard Investments in the Region

Latin America offers high-growth potential amid political and economic shifts. Understand how to capitalize on opportunities by mastering regional complexities, currency volatility, regulatory changes, and building relationships.

August 7, 2024

4 minute read

US Funds Entering Europe: Understanding General Solicitation Regulations

Navigate EU pre-marketing regulations: key differences, compliance tips, and strategic insights for U.S. fund managers targeting European investors under AIFMD. Ensure regulatory compliance and successful cross-border fundraising.

July 29, 2024

4 minute read

Avoiding General Solicitation: Strategies for SEC Compliance

Strategically adhering to SEC rules on general solicitation is crucial for startups and funds. Key strategies include verifying accredited investors, restricting communications, and meticulously reviewing marketing materials to avoid penalties.

July 15, 2024

4 minute read

What the SEC’s PFAR Ruling Means for Investors and Private Funds

The Fifth Circuit's decision to vacate the SEC's PFAR removes key compliance requirements, increasing flexibility for private fund advisers while introducing uncertainty for investors about future SEC regulatory actions.

July 8, 2024

3 minute read

Tax Policy Changes for 2024: Key Insights

Maximize Tax Refunds in 2024: Insights on Deductions, Contributions, and Planning Strategies. Stay Ahead with Proactive Tax Optimization for the Upcoming Deadline

April 8, 2024

5 minute read

Tax Prep 101: Organizational Strategies for Tax Day

Dive into essential organizational strategies to prepare for tax day deadline, empowering investors to navigate filings effectively.

April 1, 2024

4 minute read

Investing for Good: Abundance Capital’s Journey to Transform Communities

Explore the philanthropic revolution in private investing with Margaret Gifford, co-founder of Abundance Capital. Learn how Abundance Capital is reshaping communities, bridging gaps, and creating lasting impact.

January 24, 2024