Service Provider News & Perspectives

December 7, 2022

Newbridge Selects Altigo for Enterprise Alts Solution

Newbridge Selects Altigo for Enterprise Alts Solution December 7, 2022 | Altigo Newbridge Securities Corporation (“Newbridge”), a full-service brokerage and investment banking firm based in Boca Raton, Fla., has selected Altigo as its one-stop technology solution that all its affiliated registered representatives and advisors will use when allocating to alternatives (“Alts“). In choosing Altigo’s straight-through…

December 7, 2022

Donovan Ventures Selects Alternative Investment Exchange (AIX)

Donovan Ventures Selects Alternative Investment Exchange (AIX) to Power its Oil & Gas Private Equity Investment Offering December 1, 2022 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, welcomes Donovan Ventures (“Donovan”) to its technology and retail advisor platform. Donovan selected AIX…

December 2, 2022

Phoenix American Financial Services Announces New Client Partnership with Ashford Inc.

Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc...

November 30, 2022

Vestech Selects Altigo to Power its Alts Program

Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its one-stop technology solution to streamline and de-risk its alternative investment program. The partnership comes amid a concerted effort by the broker-dealer to significantly expand its rep base,…

November 30, 2022

ADISA Publishes A Guide to DST 1031 Best Practices (2022)

ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the publication of A Guide to DST 1031 Best Practices (2022), a manual designed to highlight certain best practices related to Delaware statutory trusts (DSTs), which are…

November 23, 2022

Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform

Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform November 22, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, welcomes Urban Catalyst Funds to the AIX platform. The team at Urban Catalyst Funds selected AIX to help make investing in its…

November 18, 2022

CAIS: Performance Dispersion in Alternative Asset Classes

CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to include an alternative asset class in their client portfolios, they typically compare performance at an index level. Yet, when their process moves from portfolio construction to actual implementation,…

November 9, 2022

Alternative Investments: Why Now is the Time

Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased news coverage and surveys, with headlines ranging from surging alts demand by financial advisors to young and wealthy investors flocking to alternatives. For good reason. Alternative investments have historically provided…

November 9, 2022

Altigo Adds 46 New Sponsors to the Platform in 2022

Altigo Adds 46 New Sponsors to the Platform in 2022 November 9, 2022 | Altigo Altigo continues to add well-known asset managers to its industry-leading electronic subscription platform for alternative investments. In fact, 2022 has seen the most sponsors sign with Altigo in a single year—46 to date—with more waiting in the wings in the remainder…