Advisor Group Selects CAIS for Alternative Investment Access and Education May 5, 2022 | CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced its selection by Advisor Group to provide a platform solution for improved alternative investment access, education and transaction workflow. Advisor Group is the nation’s largest network of independent…

Phoenix American Announces the Onboarding of Two ARCTRUST Properties Funds Expanding the Companies’ Transfer Agent Relationship May 2, 2022 | Phoenix American Migration of funds reflects Phoenix American’s superior technology and expertise in administration for alternative investments. Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce the onboarding of two additional ARCTRUST Properties,…

Fresh off a $440 million raise, iCapital CEO Lawrence Calcano is ready to dream the impossible--to unite the alts industry in order to dominate it-- despite doubters who say it's a proven exercise in futility April 21, 2022 | Oisin Breen | RIABiz Venture anchored by BlackRock, Blackstone, KKR, Apollo and the Carlyle Group may…

Alternative Investment Exchange (AIX) Onboards KNPRE 1031 to its Digital Platform April 27, 2022 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded KNPRE 1031, a member of the Keystone National Properties Family of Companies (KNPRE), to the AIX platform. KNPRE…

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors April 19, 2022 | CAIS CAIS, the leading alternative investment platform for independent financial advisors, today announced the launch of its inaugural annual summit which will take place October 17 to 19, 2022 at the Beverly Hilton in Los Angeles, California. Apollo Chair Jay Clayton,…

The Potential Opportunity in Market Volatility April 6, 2022 | Nic Millikan | CAIS For the past decade, we’ve experienced an environment that many consider to be of low inflation and easy monetary policy, while the domestic stock markets recorded the longest bull market in history.1  Then came 2020 and the pandemic induced sell-off in global…

Bond & Equity Markets Appear to Have Divergent Views on the Impact of Inflation April 18, 2022 | Nic Millikan | CAIS When the Consumer Price Index of inflation for March came in this month at 8.5%, it not only hit another four-decade high, but it again exceeded the markets expectation for the rate of…

CAIS Announces $100 Million Investment from Reverence Capital Partners April 6, 2022 | CAIS CAIS, the leading alternative investment platform, today announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’…

Bridging the Digital Divide with Intelligent Document Processing April 14, 2022 | SS&C Artificial Intelligence has stepped up to the front line of real-world problem solving and business transformation—with Intelligent Document Processing (IDP) becoming a vital component in the global effort to drive intelligent automation into corporations worldwide. Download SS&C's whitepaper to see how IDP…