Service Provider News & Perspectives
Considering the When and the Why of a Corporate Rebrand March 29, 2023

Considering the When and the Why of a Corporate Rebrand

Considering the When and the Why of a Corporate Rebrand March 29, 2023 | Abby Salameh | CAIS There are three actions businesses should consider when deciding to rebrand a firm: understand your core stakeholders, study brand perception in the market, and get your executive team's buy-in. As many of us have witnessed, the state…
CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing March 29, 2023

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing March 28, 2023 | CAIS CAIS, the leading alternative investment platform, today announced a modernized brand refresh to reflect CAIS’ leadership role in transforming the world of alternative investing as we enter a “New Era of Access.” With financial advisors and alternative…
PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering March 29, 2023

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering March 28, 2023 | ffnews.com PATRIZIA, a leading partner for global real assets, and iCapital, a global fintech platform driving access to alternative investment products in the wealth management industry, have partnered to provide wealth managers with access to certain PATRIZIA investment solutions available through Allfunds, the world’s largest fund distribution network, and a strategic partner of iCapital. PATRIZIA will leverage iCapital’s technology platform and structuring solutions to provide wealth managers and…
A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023

A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program

A.G.P./Alliance Global Partners Select Altigo to Streamline its Alts Program March 21, 2023 | Altigo A.G.P./Alliance Global Partners, a full-service investment firm and SEC-registered broker-dealer, has chosen Altigo as its digital solution to streamline its alternative investment program. A.G.P. will benefit from platform features that make the subscription process easier and more efficient for both…
Collaboration between SS&C’s Black Diamond Wealth Platform’s and RightCapital March 21, 2023

Collaboration between SS&C’s Black Diamond Wealth Platform’s and RightCapital

Collaboration between SS&C’s Black Diamond Wealth Platform and RightCapital March 21, 2023 | Anika Sidhika | Private Banker International SS&C Technologies Holdings, Inc. announced the creation of a new financial planning experience within the SS&C Black Diamond Wealth Platform that will cover a client’s financial life in the past, present, and future. The SS&C team worked closely…
A volatile and unpredictable market March 17, 2023

A volatile and unpredictable market

A volatile and unpredictable market March 14, 2023 | Winston Crowley, Stephen DuMont and Jason Weiler | UMB Around this time last year, much of the U.S. Treasury curve was sub 2%, the consumer price index (CPI) year-over-year had steadily been climbing (7.9% in Feb. 2022 and still on the rise), core personal consumption expenditures…
Notes from the CEO: Perspective on the recent banking industry news March 17, 2023

Notes from the CEO: Perspective on the recent banking industry news

Notes from the CEO: Perspective on the recent banking industry news March 16, 2023 | Mariner Kemper | UMB The news cycle has been dominated by the banking industry, and specifically developments related to the failures of Silicon Valley Bank (SVB) and Signature Bank. I would like to provide an update and perspective that summarizes…
How Broker-Dealers Are Staying on the Right Side of Reg BI March 14, 2023

How Broker-Dealers Are Staying on the Right Side of Reg BI

How Broker-Dealers Are Staying on the Right Side of Reg BI March 2, 2023 | John Rickman | Altigo As more retail investors enter the market, regulators have moved to raise the broker-dealer standard of conduct beyond mere “suitability” obligations. Broker-dealers and their representatives are now expected to act in the “best interest” of the…
CAIS: Evolving Drivers Of Private Equity Value Creation March 7, 2023

CAIS: Evolving Drivers Of Private Equity Value Creation

CAIS: Evolving Drivers Of Private Equity Value Creation March 7, 2023 | Andrew Snyder | CAIS Once considered by some to be “corporate raiders” who used junk-bond financing to take over companies, slashing spending and cutting workforce in an attempt to generate outsized returns, private equity has evolved. As our analysis here aims to unpack,…

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