Alpha Academy 201: A Private Equity Education Program

Wednesday, April 12th, 2017 and is filed under AI Insight News, Press Releases

Webinar

Join Triton Pacific and AI Insight on Thursday, May 4, 2017 at 4:00 p.m. ET for Part 2 of a complimentary private equity CE webinar.

Overview: Earn one CE credit toward the CFP® and other professional designations with Alpha Academy 201. The program aims to provide a deeper knowledge of how private equity enhances portfolio performance, including industry analysis, due diligence, deal structure & transaction negotiation, financial modeling and buyouts.
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DOL Deconstructed: Regulations, Guidance, and Suggestions on Documenting Diligence

Tuesday, March 14th, 2017 and is filed under AI Insight News

The first in a series of bite-sized articles on the DOL fiduciary rule.

With all of the uncertainty around whether the DOL’s conflict of interest rule will be implemented and maintained as a whole, it is important to look at some of the central themes of the ruling, which we believe are generally good practices for advisors and broker dealers to protect themselves regardless of the DOL’s final outcome. The first of these is documentation. In this brief article, we will discuss the current regulation and guidance around alternative investment documentation and then provide suggestions on what you can do to comply.
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The New DOL Fiduciary Rules: What Do You Need to Know and Do Now?

Friday, January 6th, 2017 and is filed under AI Insight News

AI Insight is pleased to present a free CE webinar, “The New DOL Fiduciary Rules: What Do You Need to Know and Do Now?,” with Marcia S. Wagner, Principal of The Wagner Law Group, on Thursday, January 12, 2017 at 4:00 p.m. ET.
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A Royal Opportunity: Why Energy Royalties? Why Now?

Saturday, September 3rd, 2016 and is filed under AI Insight News

Webinar

 Join AI Insight for a special webinar with Resource Royalty on Tuesday, September 20, 2016 at 4:00 p.m. ET on A Royal Opportunity: Why Energy Royalties? Why Now?

We are pleased to welcome guest speakers Bob Howard, Managing Partner, Resource Royalty and Sean Caldwell, Senior Vice President of Sales, Resource Royalty, who will conduct an engaging presentation on energy royalties.

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AI Insight Welcomes Two New Senior-Level Hires

Thursday, March 17th, 2016 and is filed under AI Insight News

AI Insight is excited to welcome two industry veterans to its team.

Laura Sexton, Senior Director, Program Management, will lead a team of analysts responsible for entering the Alternative Investment data that powers AI Insight’s platform.

Patrick McGowan, Senior Director, Broker Dealer Sales, will develop relationships within the broker dealer community and help broaden institutional growth opportunities with respect to AI Insight’s RIA platform.

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As the Demand for Alternative Investments Grows, so Does the Need for Advisor Training and Education

Friday, February 19th, 2016 and is filed under AI Insight News

Retail and institutional investors turned to Alternative Investments last year for increased portfolio diversification, income benefits and the opportunity to invest in assets that are non-correlated to the traditional stocks, bonds and cash investments.

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AI Insight Opens Platform to Individual Financial Advisors and RIAs

Wednesday, November 18th, 2015 and is filed under AI Insight News

AI Insight is excited to expand its Alternative Investment research, training and compliance documentation platform to individual Financial Advisors and RIAs. This new platform access is geared towards those who do not have access to AI Insight through a Broker Dealer subscription.

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AI Insight Selected by FINRA as Distributor of E-Learning Courses

Tuesday, September 15th, 2015 and is filed under AI Insight News

AI Insight is pleased to support the distribution of the Firm Element and CE educational library created by FINRA.

Firms trust FINRA’s E-Learning library for firmwide training on rules and regulations and how to practically apply them on the job. The E-Learning courses uniquely blend FINRA’s knowledge of securities rules and industry expertise. Read More

Understanding Structured Products – Regulatory Focus & Use in Client Accounts

Thursday, July 24th, 2014 and is filed under AI Insight News

Advisors who work with retail clients can benefit from an understanding of Structured Products, their risks and potential benefits and how they can be used in client accounts. Read More

Alternative Investments: Portfolio Vigor For the Future

Thursday, June 26th, 2014 and is filed under AI Insight News

Alternative investments will continue to surge in 2014 and beyond. That’s the bullish view of many market observers. According to a survey released by Morgan Stanley, 77 percent of investors with at least $1 million in assets own real estate. And while direct ownership was the primary choice among these investors, 23 percent said they expect to invest in real estate investment trusts, the second most popular choice. These alternative investment choices were followed by collectibles, private equity, and precious metals. Read More