Monday, June 24th, 2013 and is filed under AI Insight News, Press Releases
AI Insight, the financial industry’s most trusted source for alternative investment product information and training, has expanded its online platform to include enhanced financial performance monitoring and reporting for public programs. Read More
Friday, March 29th, 2013 and is filed under AI Insight News
Broker Dealers may now give access to program level training for non-license RIAs and non-license support staff. These two new functions have been added along with our current Financial Advisor and OSJ functionality. The function assigned to the user will determine what access they have on the site. Non-license RIA users will be given access to view and take education modules on approved Alternative Investments programs available only on RIA platforms as indicated in the program summary. Non-license support users will be given access to view and take education modules on approved alternative investment as Financial Advisors, however each firm’s compliance log will indicate they are a support user and do not hold the appropriate license to sell the program. Read More
