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Service Provider News

July 11, 2022

UMB: Five key banking-as-a-service terms you should know

UMB: Five key banking-as-a-service terms you should know July 11, 2022 | David Robinson | UMB Although Banking-as-a-Service (BaaS) is new, banks have been making their services available behind the scenes for decades. What’s changed in recent years is the explosion of fintech firms seeking to partner with banks to access the payment rails historically…

July 8, 2022

More Banks are Moving Asset and Liability Management Systems to Cloud

More Banks are Moving Asset and Liability Management Systems to Cloud July 6, 2022 | SS&C A recent SS&C Algorithmics survey (conducted by Alchemer) shows 45% of respondents are looking to migrate, or have already migrated, their Asset Liability Management (ALM) systems to the cloud. This is a major global shift from ALM being almost…

June 30, 2022

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced Document APIs, and automated Order Entry will help to tackle challenges and improve advisor experiences CAIS, the leading alternative investment platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of…

June 29, 2022

UMB: What does a custodian do for alternative investment managers?

UMB: What does a custodian do for alternative investment managers? June 29, 2022 | Amy Small | UMB Legacy mutual fund managers are likely accustomed to hearing about custody requirements driven by regulation. But what does a custodian do for alternative asset managers who are not experienced in hiring a qualified custodian? The primary duty…

June 28, 2022

CAIS Receives Strategic Investment from Hamilton Lane

CAIS Receives Strategic Investment from Hamilton Lane June 28, 2022 | CAIS Latest capital infusion underscores heightened demand for alternative investments access amid growing economic uncertainty CAIS, the leading alternative investment platform, today announced a strategic investment from Hamilton Lane (NASDAQ: HLNE), a leading private markets investment management firm with more than $901 billion in…

June 28, 2022

Opportunity Zone Funds: Could Changes Be on the Horizon?

Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer considerable long-term tax advantages for investing in private capital. In addition, legislative…

June 27, 2022

Financial Advisors Want Alts for Everyone, According to a New CAIS Survey

Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all retail investors to have the same access as accredited investors. A majority of financial professionals, including RIAs, believe that all retail investors should have access to…

June 27, 2022

Bento Engine Scores $1.1 Million in Seed Funding

Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it finds potential advice opportunities for their clients, announced Wednesday that it had raised $1.1 million in a seed round of funding from a group of…

June 21, 2022

iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes

iCapital Market Pulse: Portfolio do’s and don’ts as the Fed hits the brakes June 17, 2022 | iCapital After a hawkish Fed meeting, investors are rightly worried about what rate hikes may mean for growth, and what that might mean for portfolio positioning. We still see a sustained growth slowdown–but not outright recession–as the most…