Technology- Page 3 of 6

Technology

December 5, 2023

Harnessing the Alts Tech Advantage

Increasingly, financial advisors are incorporating alternative investments into their client portfolios. This contrasts with the 60/40 approach that had been the traditional investment framework utilized by investment advisors for their clients previously...

November 29, 2023

The Oasis Group Publishes Comprehensive Whitepaper on Alternative Investment Technology

The more widespread deployment of alts in client portfolios has produced its own proliferation of technology, which the paper’s authors review and address....

October 21, 2023

NexPoint Launches NexPoint Semiconductor Manufacturing DST Offering

NexPoint has brought $2.2 billion worth of real estate to the DST market. NexPoint has also invested over $1.2 billion of its own capital in various investment offerings that it advised or sponsored.

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.

August 1, 2023

Concerns percolate about how SEC’s AI proposal aligns with Reg BI

An SEC proposal to eliminate conflicts of interest in financial advisors’ use of technology that predicts investor behavior is raising concerns about how it will work with Regulation Best Interest. A split Securities and Exchange Commission voted 3-2 Wednesday to release a proposal for public comment that would require brokerages and investment advisory firms to “eliminate or…