Blog
Insights & Resources
Expert perspectives on custody, trust administration, compliance, and alternative asset investing.
Alternatives
7 Reasons Why Issuers Offer Self-Directed IRA Funding to Investors
October 15, 2025
Self-directed IRAs allow investors to branch beyond standard retirement account restrictions. Here are seven reasons why issuers should offer this funding pathway.
Read more →
Alternatives
Alternative Investment Landscape in 2025
October 15, 2025
The alternative investment landscape continues to evolve with expanded retail access, new regulatory frameworks, and technology-driven efficiencies across private equity, real estate, and digital assets.
Read more →
Retirement
Everything to Know About SDIRA Prohibited Transactions
October 15, 2025
Self-Directed IRAs offer investment flexibility, but that flexibility comes with strict IRS compliance requirements. Understanding prohibited transactions is essential to protecting your retirement savings.
Read more →
Private Assets
Everything You Need to Know About Drafting a PPM
October 15, 2025
A PPM is the prospectus for a company issuing securities below the SEC's registration threshold. Whether you need one, what it costs, and what it should include.
Read more →
Alternatives
Holding REITs in IRA & Other Retirement Accounts
October 15, 2025
Real estate investment trusts represent a significant exception to traditional stock-and-bond portfolios, offering tax-advantaged exposure to real estate within retirement accounts.
Read more →
Wealth Managers
How AET Helps Wealth Managers with Private Assets
October 15, 2025
AET custodies private assets so your clients get what they actually want: one consolidated statement showing their complete portfolio, integrated tax reporting, and holistic advice.
Read more →
Alternatives
How to Become a Private Mortgage Lender
October 15, 2025
Private mortgage lending requires no licensure, certification, or degree. It is a high-risk, high-reward business with an established procedure for setup and marketing.
Read more →
Wealth Managers
Key Regulatory Changes that Impacted Managers in 2024
October 15, 2025
Significant regulatory shifts affecting Registered Investment Advisors and financial professionals in 2024, covering cybersecurity, ESG disclosure, marketing rules, and fiduciary duty.
Read more →
Alternatives
The Ultimate Guide to Private Placements
October 15, 2025
What was once a gentlemen's club is now an app. Today's private placement market in the United States embodies a level-playing-field ethos, with multiple pathways for companies to raise capital.
Read more →