May 13, 2015
Feeling its oats in post-Genworth life, Altegris does a deal with KKR anchored by a big Merrill Lynch brokerage commitment
Using a deli-slicer approach, the San Diego liquid alts firm will make KKR billions available in $25,000 portions
TH
Author
Terence Hong
4 articles
Articles written by Terence Hong
Sep 25, 2013
Peter Hess throws a Black Diamond lifeline to stubborn Advent Axys users, but will the price be right?
The Advent CEO shows his respect for 1,400 change-averse Axys loyalists -- who hold hundreds of billions in assets -- by paving the way for delivery of Black Diamond's coveted reports
Jun 18, 2013
Friedman makes his case to Hong for why Junxure Cloud's doubling-plus of fees is worth that much more
True, it's looking spiffy in its Windows 8-style attire, solid in its Rackspace grounding and clued-in with its channeling of its inner RIA soul, but even Friedman is holding off on a conversion for his RIA, Private Ocean -- for now
Apr 4, 2013
What to make of Orion's efforts to expand RIAs non-renewable resource -- advisor face time
RIABiz technologist Terence Hong gives his first impressions of Orion Connect and Orion Mail