Should Litigation Financing Be In Your Clients’ Portfolios?

Alts Continue Innovation; Weekly Recruitment News; Advising On Healthcare And Medicare; New Executives, Partnerships, Platforms And More

Larry Roth, CEO, Wealth Solutions Report

To My Fellow WSR Community Members:

These days we join a Zoom call with the ease and familiarity of riding a bicycle. Though the technology existed for many years, the pandemic brought widespread adoption of video conferencing software like a silver lining, leaving us changed for the better after the problem that instigated the change receded.

Similarly, the stumble in stock and bond portfolios of 2022 pulled the curtain aside for alternative investing to emerge from the niche arenas where it developed over many years and enter the mainstream of individual investing. The market rally that emerged over the past few months will do nothing to slow the pace of alternative investing and innovation because, as the old saw goes, “The genie is out of the bottle.”

This week we bring you a guest editorial that explores alternative investments advancing and expanding in litigation finance, asset-based lending and infrastructure investment.

In addition, we bring you the latest news roundup, how advisors can guide clients on healthcare issues, a new CFO at Docupace, Crystal Capital’s new back-office partner, AmeriFlex’s milestones, White Glove’s resource partners and FusionIQ’s new platform.

This Week’s Issue

Here’s what we have this week:

  • Who’s our newest Recruiter of the Month? In Newsmakers & Roundups, we speak with Amit Dogra, President and Chief Operating Officer at tru Independence, about the firm’s success at helping several firms launch this year. This week’s deals also include activity involving LPL Financial, The AmeriFlex Group, Savant Wealth Management, Private Advisor Group, the multifamily office Landmark Management, Miracle Mile Advisors and The Mather Group.
  • How do you set your services apart with off-the-beaten-path private assets? In the Investment Solutions & Gatekeepers section, Matthew Malone, Head of Investment Management at Opto Investments, makes the case for differentiating client portfolios with litigation finance, asset-based lending and infrastructure investment.

In case you missed it, last week we brought you:

  • Which marketing firm is building partnerships? Also in Newsmakers & Roundups, White Glove’s Resource Partner program is off to a strong start in its first six months as it recruits 10 partners: Advice2Advisors, Annuities Genius, Asset-Map, Ed Slott and Co., Estate Guru, Legacy Leaders Network, the National Association of Insurance and Financial Advisors, ReminderMedia, RSSA and Stonewood Financial. White Glove’s SVP of Channel Management, Lara Galloway, provides comments.

  • What’s the newest platform in wealthtech? In Digital Domain, FusionIQ launches its FusionIQ One platform with four modules and an API integration tool, with branding to communicate ease of use and highlight the disruptive technology involved. Mark Healy, CEO, and Peter Brittain, Head of Business Development, provide commentary.

  • Also in Digital Domain, back-office workflow and automations provider Docupace appointed Leon Weiss, the former CFO of Riskalyze (now Nitrogen), as its new Chief Financial Officer leading the firm’s finance and accounting functions. Weiss has nearly 25 years of corporate finance experience.

We always love to hear from you. Tell us what’s on your mind for the second half of 2023.

We’re bringing you the latest on LinkedIn every day. Find us there and get involved in the conversation!

Have a great week!


Larry Roth, CEO
Wealth Solutions Report

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