This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.

“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology

The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.

Video can be a powerful tool in alternative investment marketing. It transforms complex data into compelling stories.

Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.

Starting off on the right foot can be as simple as a welcome campaign. It’s your chance to say, “Hey, thanks for trusting us.”

These appointments mark a continued investment in the U.S. market and build on the momentum from Vistra’s 2024 acquisition of Phoenix American’s Fund Administration and Transfer Agency business, and its newly branded Vistra Fund Solutions business. 

Barrier signals are the subtle (or not-so-subtle) cues that advisors and potential investors give when they lose interest or face an obstacle in their decision-making process.

Jim Lee's knowledge and insights of the US market will be incredibly valuable as Vistra continues to scale-up its commercial capabilities across key origination markets in the US, UK and Greater China.