News & Blog
AI Insight Announcement: New Partnership with AIX
Alternative Investment Exchange (AIX), a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, announced a partnership with AI Insight, the leader in alternative investment research, training and compliance support. Read the press release
SEC Proposes Rule Changes
The SEC is proposing amendments to simplify, harmonize, and improve certain aspects of the exempt offering framework to promote capital formation while preserving or enhancing important investor protections. View the announcement and the details.
New CE Course Available: Understanding Regulation Best Interest
Log in to AI Insight to earn 1 CFP CE Credit while you gain an understanding of the SEC’s Regulation Best Interest rules. After completion of the course, an individual should have an understanding of: (i) Reg BI background, (ii) new obligations, (iii) regulator expectations, (iv) impact on product sales, (v) conflicts, compensation, disclosure and (vi) Reg BI resources.
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Top Ranks: Interval Funds
As of the latest reporting period, there were 64 active interval funds with $30.4 billion in net assets. Interval fund industry net asset growth has slowed from the 50 percent-plus range to the high single digits, with about 10 percent growth in net assets between fiscal year 2018 and the first six months of 2019. Read more from Laura Sexton’s contribution to the December issue of Real Assets Adviser.
Watch Now: Why Alternatives?
Watch the replay from our recent webinar, “Why Alternatives?“. With changing markets, the traditional 60/40 portfolio mix has become challenged. Learn how alternative investments can help you remain competitive and appeal to clients, plus how you can access comprehensive alternative investment information to help you apply them in your practice.
Watch Now: AI Insight’s Comparative Reporting Tool