There’s a growing consensus that retail investor interest in alternative investments is rising, but how that translates into real investment activity remains a question...
October 25, 2023
Service Provider News
October 25, 2023
October 18, 2023
Advent of Change
“We’re in a very complex, ever-evolving industry,” Geiger begins. “What makes Advent stand out is the depth of our domain expertise.” With decades of industry experience, long-serving employees and the backing of SS&C, the company’s credentials certainly inspire confidence....
October 12, 2023
Altigo Transactions up 40% Since First Quarter, Crosses $3.5 Billion
Altigo has experienced consistent growth each quarter in volume, number of transactions, and active users on its platform, recently surpassing $3.5 billion in total transactions.
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.
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…
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…
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…
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…
June 7, 2023
Fidelity leans into alternative strategies as demand grows amid economic uncertainty
As the financial markets brace for uncertainty related to inflation, a recession and the near-term impact of a nasty debt-ceiling fracas in Washington, Fidelity Investments is preparing for increased interest in alternative investments.
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
