Your relationship with a financial advisor doesn’t end when they agree to bring on investors for a certain fund, that’s when it really begins.
July 16, 2025
Service Provider News & Perspectives
July 16, 2025
July 10, 2025
Smart Marketing Keeps Advisors Coming Back
Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.
July 8, 2025
BNY and iCapital® Form Alliance
This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.
July 1, 2025
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
July 1, 2025
Marketing Is the New Sales
The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.
June 24, 2025
Boost Advisor Engagement with Video
Video can be a powerful tool in alternative investment marketing. It transforms complex data into compelling stories.
June 13, 2025
2025 CAIS Alternative Asset Manager Survey Report
Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.
June 12, 2025
Welcome, Engage, Grow: How Welcome Campaigns Drive Enduring Advisor Relationships
Starting off on the right foot can be as simple as a welcome campaign. It’s your chance to say, “Hey, thanks for trusting us.”
June 11, 2025
Vistra strengthens U.S. Fund Solutions team with strategic hires, signaling continued growth and investment in North America
These appointments mark a continued investment in the U.S. market and build on the momentum from Vistra’s 2024 acquisition of Phoenix American’s Fund Administration and Transfer Agency business, and its newly branded Vistra Fund Solutions business.
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
