Service Provider News & Perspectives

July 24, 2025

BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access

SEI’s alternative investments platform expands fund lineup.

July 18, 2025

SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

The partnership reinforces value of advice, delivering wealth management, and services at scale.

July 16, 2025

Advisor Relationships That Last

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 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.