AI Trading Platforms Are Getting Smarter. That Does Not Mean the Investor Is.
AI Trading Platforms Are Getting Smarter. That Does Not Mean the Investor Is. According to FINRA's investor guidance on auto-trading services , unregistered entities are increasingly claiming to use
July 30, 2026
Pandemic Preparedness for Investors: How to Protect Wealth, Health, and Freedom Before the Next Crisis
According to a World Bank global investor survey on COVID-19 impact , over 94 percent of multinational enterprises experienced adverse effects in Q2 2020, with average net income declining 37 percent
July 30, 2026
If Your LP Pipeline Lives in Your Inbox, Your Raise Is Already at Risk
If Your LP Pipeline Lives in Your Inbox, Your Raise Is Already at Risk According to Gen II Fund Services' 2026 Emerging Manager Report , the number of LP meetings required per committed investor has
July 30, 2026
Private Equity Isn't the Advantage. Knowing How to Underwrite It Is.
According to Bain & Company's 2026 Private Equity GP Outlook , distributions to LPs have remained tight and purchase price multiples are expected to plateau, meaning investors can no longer rely
July 30, 2026
RREEF Property Trust's $1.95B Fifth Offering: Reading the Nontraded REIT Stress Signals
RREEF Property Trust filed a Form S-11 on July 27, 2026, seeking $1.95 billion in its fifth public offering, the smallest offering cap in its 13-year history. The fund has never crossed the $500
July 30, 2026
Rule 506(c) and Tokenized Securities: What the SEC's July 2026 Guidance Means for Accredited Investors
On July 21, 2026, the SEC's Division of Corporation Finance issued CFI Question 260.40, confirming that a cryptographically signed on-chain attestation satisfies the investor representation element
July 30, 2026
New Mountain Capital's $5B CBIZ Acquisition: What PE's Professional Services Consolidation Wave Means for Investors
Grant Thornton Advisors, backed by New Mountain Capital, announced a $5 billion all-cash acquisition of CBIZ Inc. on July 29, 2026, at $55 per share and a 54% premium to CBIZ's 30-day VWAP. The
July 30, 2026
Subscription Credit Facilities: How PE Funds Borrow to Inflate IRR — and What LPs Must Know
Subscription credit facilities delay the clock on LP capital calls, mechanically boosting reported IRR by an average of 6.1 percentage points without adding a dollar of real economic value. With over
July 30, 2026
Fundrise 2026 Review: Real Returns, Hidden Costs, and Who Should Actually Use It
Fundrise is a legitimate, well-run platform that has delivered a 5.7% annualized net return from 2018 through 2025, but that number flatters specific loss years, obscures significant fund-by-fund
July 30, 2026
Infrastructure Secondaries: The $25B Market Accredited Investors Are Overlooking
Infrastructure secondary deal volume hit $25 billion in 2025, more than doubling from $11 billion in 2023. Buyers acquire existing stakes in private infrastructure funds at discounts to net asset
July 30, 2026
Interval Funds Explained: Quarterly Redemption Windows, the 5% Cap, and What Advisors Won't Tell You
Interval funds are closed-end investment vehicles that allow redemptions only during quarterly windows, capped at 5% of net asset value per quarter under SEC Rule 23c-3. That structure works smoothly
July 30, 2026
Upstart and Castlelake's $4B Forward-Flow Deal: What Private Credit's AI Bet Means for Accredited Investors
On July 29, 2026, Upstart Holdings (NASDAQ: UPST) announced a multi-year, $4 billion forward-flow agreement with funds managed by Castlelake, L.P. The deal is the largest of its kind between the two
July 30, 2026