Service Provider News & Perspectives
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,…
First to market? Three questions for your fund distribution services partner March 7, 2023

First to market? Three questions for your fund distribution services partner

First to market? Three questions for your fund distribution services partner March 7, 2023 | UMB Asset managers seeking to be first-to-market with an investment strategy or product wrapper should develop a distribution plan as they develop the product itself. Understanding the current marketplace, onboarding requirements and platform fee economics is critical to the long-term…
Market opportunity and outlook for interval and tender-offer funds February 24, 2023

Market opportunity and outlook for interval and tender-offer funds

Market opportunity and outlook for interval and tender-offer funds February 24, 2023 | UMB Unlisted closed-end funds (CEFs) have maintained their momentum even after several years of significant growth, surpassing $100 billion in assets under management (AUM) in 2022, an all-time record for the category, which is made up of interval funds and tender-offer funds. Not…
An ExchangeRight image ad

Don't miss alts news and educational events. Subscribe Now

Browse Learning Opportunities

THE BLUE VAULT MINUTE

Insights for advisors from advisors

Webinars

Asset managers, service providers and Blue Vault on alts topics

Podcasts

Breaking down alts one-on-one with asset managers and service providers

Videos

Short, impactful clips from webinars, podcasts and events

The alternative investments industry is
expected to grow to $17 trillion by 2025.

Learn Why