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…

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…

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…

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…

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…

Three Reasons Why A Low Quality Website Hurts Your Business June 24, 2022 | Marketing Intent Have you ever come across a company and visited their website only to be shocked by what you found?  Maybe you came across jargon, outdated information, or even typos. This is why it’s so important to make sure your…

Three Audiences New Asset Managers Need To Understand June 24, 2022 | Marketing Intent Are you an asset manager that’s new to offering your products through financial advisors and the broker-dealer network? IN THIS ARTICLE, WE’LL TALK ABOUT THE VARIOUS AUDIENCES YOU’LL BE TARGETING, SO YOU CAN GET A GOOD UNDERSTANDING OF WHO’S WHO AS…

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…

iCapital: Alternative Investments Compendium June 21, 2022 | iCapital A comprehensive guide for understanding private capital markets, hedge funds, and cryptocurrency assets for Q1 2022. Get Report