AI Insight Alternative Investment News and Blog

News & Blog

AI Insight News & Blog

AI Insight Blog

AI Insight News and Events

AI Insight Events Calendar

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March 2020

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.

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February 2020

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.

Not a subscriber? Learn more about our extensive e-learning options.

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January 2020

Regulatory and Enforcement Updates 
  • SEC Proposes to Update Accredited Investor Definition to Increase Access to Investments
  • Treasury and IRS Issue Final Regulations on Opportunity Zones
  • NASAA Announces Top Investor Threats for 2020

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December 2019

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.

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November 2019

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.

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October 2019

Watch Now: AI Insight’s Comparative Reporting Tool

Cristina Oliver demonstrates how you can create side-by-side alternative investment comparisons on AI Insight to help you source and research 300+ programs based on 120+ features. Watch Now

 

 

 

 

 

 

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