Wharton Fintech

AUGUST 21, 2023

But someone asked him a question about public equity returns over the last 15 years and where he thinks public equity returns may be over the next 15 years. What we expect is maybe 0% return. There’s what we refer to as the not yet accredited investor. Then there’s the accredited investor.

Accreditation 130

Accreditation Returns Regs Origination 130

Fintech News

FEBRUARY 4, 2024

Emerging technologies are critical for wealth management firms as economies faced a dampened investment environment in 2023, with disappointing equity returns and sky-high interest rates. As a result, wealth preservation became the most crucial goal for high-net-worth individual (HNWI) investors last year.

Returns 135

Returns On-Demand AI Underserved 135

The Fintech Times

NOVEMBER 20, 2024

. “These marketing efforts significantly increased awareness and access to alternative asset investments beyond privileged circles to a much broader audience of accredited investors. Specifically, in the US, the SEC implemented rules with the goal of enhancing transparency, protecting investors, and alleviating systemic risk.

Regulations 72

Regulations Security Accreditation Rules 72

Fintech Review

MAY 15, 2025

Shares of the Index are priced daily and are available for purchase by accredited investors and equivalent entities outside the United States. MOIC These early returns place the Index in the top decile of performance among comparable venture investments. Please consult your advisors to consider an investment.

Accreditation 52

Accreditation Advisors Returns AI 52

Finovate

NOVEMBER 25, 2024

Alto has three primary divisions: Alto Solutions, a self-directed IRA administrator; Alto Securities, a wholly-owned registered broker-dealer; and Alto Capital, an exempt reporting advisor that provides alternative investment opportunities to accredited investors. What are your goals for Alto?

Accreditation 64

Accreditation Returns Bitcoin Cryptocurrency 64