Friday, January 6th, 2017 and is filed under AI Insight News
AI Insight is pleased to present a free CE webinar, “The New DOL Fiduciary Rules: What Do You Need to Know and Do Now?,” with Marcia S. Wagner, Principal of The Wagner Law Group, on Thursday, January 12, 2017 at 4:00 p.m. ET.
Read More
Saturday, September 3rd, 2016 and is filed under AI Insight News
Webinar
Join AI Insight for a special webinar with Resource Royalty on Tuesday, September 20, 2016 at 4:00 p.m. ET on A Royal Opportunity: Why Energy Royalties? Why Now?
We are pleased to welcome guest speakers Bob Howard, Managing Partner, Resource Royalty and Sean Caldwell, Senior Vice President of Sales, Resource Royalty, who will conduct an engaging presentation on energy royalties.
Thursday, March 17th, 2016 and is filed under AI Insight News
AI Insight is excited to welcome two industry veterans to its team.
Laura Sexton, Senior Director, Program Management, will lead a team of analysts responsible for entering the Alternative Investment data that powers AI Insight’s platform.
Patrick McGowan, Senior Director, Broker Dealer Sales, will develop relationships within the broker dealer community and help broaden institutional growth opportunities with respect to AI Insight’s RIA platform.
Friday, February 19th, 2016 and is filed under AI Insight News
Retail and institutional investors turned to Alternative Investments last year for increased portfolio diversification, income benefits and the opportunity to invest in assets that are non-correlated to the traditional stocks, bonds and cash investments.
Wednesday, November 18th, 2015 and is filed under AI Insight News
AI Insight is excited to expand its Alternative Investment research, training and compliance documentation platform to individual Financial Advisors and RIAs. This new platform access is geared towards those who do not have access to AI Insight through a Broker Dealer subscription.
Tuesday, September 15th, 2015 and is filed under AI Insight News
AI Insight is pleased to support the distribution of the Firm Element and CE educational library created by FINRA.
Firms trust FINRA’s E-Learning library for firmwide training on rules and regulations and how to practically apply them on the job. The E-Learning courses uniquely blend FINRA’s knowledge of securities rules and industry expertise. Read More
Thursday, July 24th, 2014 and is filed under AI Insight News
Advisors who work with retail clients can benefit from an understanding of Structured Products, their risks and potential benefits and how they can be used in client accounts. Read More
Thursday, June 26th, 2014 and is filed under AI Insight News
Alternative investments will continue to surge in 2014 and beyond. That’s the bullish view of many market observers. According to a survey released by Morgan Stanley, 77 percent of investors with at least $1 million in assets own real estate. And while direct ownership was the primary choice among these investors, 23 percent said they expect to invest in real estate investment trusts, the second most popular choice. These alternative investment choices were followed by collectibles, private equity, and precious metals. Read More
Wednesday, May 28th, 2014 and is filed under AI Insight News
Broker Dealers are finding the Regulatory focus and the need to provide documentation increasingly demanding – particularly when it comes to offering complex products to their clients. As new regulations are released, a trend toward a fiduciary standard for broker dealers and their advisors appears to be emerging. Read More
Thursday, May 22nd, 2014 and is filed under AI Insight News
We are pleased to announce that AI Insight, Inc. recently received the National Women’s Business Enterprise Certification (WBENC). Read More
