Blog
Insights & Resources
Expert perspectives on custody, trust administration, compliance, and alternative asset investing.
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.
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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.
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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.
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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.
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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.
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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.
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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.
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Retirement
Types of Self-Directed Retirement Accounts: Exploring the Benefits
October 15, 2025
Self-directed retirement accounts provide flexibility to invest in alternative assets like real estate, private equity, and cryptocurrencies typically unavailable through conventional accounts.
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