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Expert Advice

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Alternative View: Artemis Finding Opportunities In Niche RE

Artemis Real Estate Partners is an investment manager based in Washington D.C. and has transacted with over 100 emerging managers and deployed over $7 billion across its emerging manager program.

06.04.26
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Compliance Column: Currency In The Digital Age

Over the last several years, it’s no secret that digital currencies, like Bitcoin and Ethereum, have stolen the show both from a regulatory and investment standpoint. But what is cryptocurrency? How does it work? What are the risks? Is the hype warranted?

06.04.26
Compliance Column: Logins For Advisors
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Compliance Column: Logins For Advisors

“Technology” has felt like a buzzword for a long time now. As more of the financial industry continues to move online, the processes to set up logins, IDs and delegations can feel more complicat­ed.

05.06.26
Compliance Column: You Can’t Outsource Responsibility
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Compliance Column: You Can’t Outsource Responsibility

Ours is a world rapidly turning to outsourced over in-house labor. This is not a new trend as big corporations have been outsourcing work for years. However, it has affected other mar­kets, and the finance industry is not an excep­tion.

04.01.26
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A Common Goal: OCIO Commonfund Aligns With Client Missions

This month’s Q&A features institutional investor Caroline Greer, a longstand­ing industry practitioner and champion of diverse and emerging managers.

03.04.26
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Compliance Column: Compliance “Must Knows”

As we embark on a new year, we wanted to provide a list of basic compliance “must-knows.”

03.04.26
Guardian Angel(es): Navigating Wealth Transfers, Private Markets
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Guardian Angel(es): Navigating Wealth Transfers, Private Markets

Q&A with Cameron Rogers, partner at the $2.3 billion An­geles Wealth Management.

02.04.26
Compliance Column: Risk Alert - Marketing Rule Findings
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Compliance Column: Risk Alert - Marketing Rule Findings

The SEC issued a Risk Alert on Dec. 16 outlining observations from examinations focused on advisers’ compliance with the Marketing Rule. These findings align with what we continue to see during exam­inations – the Marketing Rule remains a consistent area of regulatory focus.

02.04.26
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Compliance Column: Essential ADV Amendment Tips

ADV season comes around each year like clockwork, of­ten bringing the same kinds of questions and potential headaches. Every Registered Investment Adviser (RIA) is required to file their Annual ADV amendment within 90 days of their fiscal year end.

01.07.26
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Guest Column: What 1100, 6 & 500 Have To Do With You Winning New Allocators

How will you make yourself more compel­ling against much of your competition? This column from Bruce Frumerman posits three recommendations.

12.03.25