Service Provider News
LODAS Markets Expands Offering September 6, 2023

LODAS Markets Expands Offering

LODAS Markets, the third-largest alternatives market operator in the U.S., today announced four Walton Global funds are available for trading, marking the first listing of private limited partnerships available to accredited investors on the LODAS marketplace.
LODAS Markets Becomes 3rd Largest US Alternatives Markets Operator; Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading August 9, 2023

LODAS Markets Becomes 3rd Largest US Alternatives Markets Operator; Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading

LODAS Markets Becomes 3rd Largest US Alternatives Markets Operator; Adds Deutsche Bank Affiliate, RREEF Property Trust, for Trading August 8, 2023 | LODAS Markets LODAS Markets, the third-largest alternatives market operator in the U.S., today announced that RREEF Property Trust (RREEF) shares are available for trading on its platform. RREEF's parent company is DWS, which…
The Word on WealthTech for August 2023 August 9, 2023

The Word on WealthTech for August 2023

The Word on WealthTech for August 2023  Aug 03, 2023 | Doug Fritz | Wealth Management Welcome to the Word on WealthTech. Each month we offer our take on a few recent industry news stories, identifying what they could mean for advisors across the industry. As we wrap up summer, here are the WealthTech headlines…
WiserAdvisor announces the successful acquisition of Indyfin August 2, 2023

WiserAdvisor announces the successful acquisition of Indyfin

WiserAdvisor, a leading marketplace for wealth management firms, proudly announces the successful acquisition of Indyfin and its investor experience platform August 2, 2023 | Wiser Advisor Today, WiserAdvisor, a leading investor referral generation platform for financial advisors and advisory firms, has announced the acquisition of Indyfin, the Dallas-based fintech company to build on its existing product…
Legion Capital Selects Wealthforge as Managing Broker-Dealer June 28, 2023

Legion Capital Selects Wealthforge as Managing Broker-Dealer

Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey | WealthForge Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from WealthForge’s deep experience with providing operational and back-office compliance services to alternative investment sponsors. As managing broker-dealer, WealthForge provides sponsors…
Allianz Guaranteed Income Product Will Be Available with SS&C May 30, 2023

Allianz Guaranteed Income Product Will Be Available with SS&C

Allianz Guaranteed Income Product Will Be Available with SS&C May 24, 2023 | SS&C SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it will be adding a guaranteed income product for defined contribution plans from Allianz Life Insurance Company of North America (Allianz Life) to its Retirement Income Clearing & Calculation (RICC) platform. The Allianz…

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