# Managing Broker-Dealer ## [QOZ 2.0: How the One Big Beautiful Bill Act Transforms Opportunity Zone Management](https://www.wealthforge.com/wealthforge-insights/qoz-2.0-how-the-one-big-beautiful-bill-act-transforms-opportunity-zone-management) [Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Sep 18, 2025 9:58:29 AM The "One Big Beautiful Bill Act" has fundamentally changed the Qualified Opportunity Zone program structure. Here's what sponsors need to understand... --- ## [Episode 4 - The Salesman: Part 3](https://www.wealthforge.com/wealthforge-insights/episode-4-the-salesman-part-3) [Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Mar 26, 2024 2:36:14 PM Welcome to the conclusion of Episode 4 of Forge in Focus! We are excited to present the finale of the conversation with Michael Roman, as we delve... --- ## [Episode 4 - The Salesman: Part 2](https://www.wealthforge.com/wealthforge-insights/episode-4-the-salesman-part-2) [Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Mar 12, 2024 12:28:44 PM Welcome back to Episode 4 Part 2 of Forge in Focus! We are thrilled to continue our deep dive into the team at WealthForge Securities, with this... --- ## [Episode 4 - The Salesman: Part 1](https://www.wealthforge.com/wealthforge-insights/episode-4-the-salesman-part-1) [Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Mar 5, 2024 12:32:12 PM We are thrilled to bring you another episode of Forge in Focus, our podcast series where we delve into the minds and journeys of the team at... --- ## [Reszi Selects WealthForge As Managing Broker-Dealer](https://www.wealthforge.com/wealthforge-insights/reszi-selects-wealthforge-as-managing-broker-dealer) [Heather Acey](https://www.wealthforge.com/wealthforge-insights/author/heather-acey): Oct 18, 2023 12:28:34 PM *This press release is written by the Reszi team and contains portions of the original release. Dallas, Texas, October 1, 2023: Texas-based... --- ## [Does Your Managing Broker-Dealer Go the Extra Mile?](https://www.wealthforge.com/wealthforge-insights/does-your-managing-broker-dealer-go-the-extra-mile) [Alex Pauliukonis](https://www.wealthforge.com/wealthforge-insights/author/alex-pauliukonis): Aug 24, 2023 3:22:03 PM Regulations within the alternative investment industry constantly evolve. With its dynamic nature, it can prove difficult for financial advisors and... --- ## [Can the Regulation A Exemption Be Used for a Syndicated Offering?](https://www.wealthforge.com/wealthforge-insights/can-the-regulation-a-exemption-be-used-for-a-syndicated-offering) [Jim Raper](https://www.wealthforge.com/wealthforge-insights/author/jim-raper): Jun 29, 2023 12:16:09 PM The JOBS Act of 2012 created and revised methods for small and emerging companies to raise capital. Regulation A (Reg A), one of the available... --- ## [Legion Capital Selects WealthForge As Managing Broker-Dealer](https://www.wealthforge.com/wealthforge-insights/legion-capital-selects-wealthforge-as-managing-broker-dealer) [Heather Acey](https://www.wealthforge.com/wealthforge-insights/author/heather-acey): Jun 27, 2023 9:59:17 AM Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from... --- ## [How Firms Can Keep on Track with Reg BI](https://www.wealthforge.com/wealthforge-insights/how-firms-can-keep-on-track-with-reg-bi) [John Rickman](https://www.wealthforge.com/wealthforge-insights/author/john-rickman): Apr 5, 2023 11:00:00 AM The broker-dealer standard of conduct has swiftly evolved in recent years, with regulators moving beyond mere “suitability” obligations in favor of a... --- ## [BYOD: Why In-House Distribution Benefits Sponsors](https://www.wealthforge.com/wealthforge-insights/why-in-house-distribution-benefits-sponsors) [John Rickman](https://www.wealthforge.com/wealthforge-insights/author/john-rickman): Feb 24, 2023 10:00:00 AM As a leading managing broker-dealer in the alternative investment space, WealthForge is often asked by prospective sponsor clients if our... ---