FORTUNE Names BNY Mellon One of the World’s Most Admired Companies February 2, 2022 | BNY Mellon BNY Mellon has been named one of the most admired companies in the world, according to a study published in FORTUNE magazine. This is the 25th time BNY Mellon has been included on the list since it originated in…

Actionable Insights: Three things to watch to find the market bottom March 9, 2022 | Anastasia Amoroso | iCapital It is too soon in our view to call a market bottom given heightened geopolitical and economic uncertainty. A turnaround will require the emergence of positive growth catalysts and for certain measures of market sentiment to…

Altigo Adds CNB Custody to the Platform to Bring Automation to Purchasing Alts in Retirement Accounts March 22, 2022 | Heather Acey | WealthForge Altigo and CNB Custody announced that they have incorporated CNB’s forms and processes into the platform to streamline the process of buying alternatives for wealth advisors. CNB forms are directly available…

iCapital Brokers Deal to Buy Stifel’s Feeder Fund Platform March 11, 2022 | Private Banker International Financial technology firm iCapital Network has finalised a deal to buy alternative investment feeder fund platform from Stifel Financial. Financial terms of the deal were not disclosed. The transaction is expected to close later this quarter. Stifel’s feeder fund platform facilitates…

Spahr’s SS&C Alps Advisors Launches Alternatives Model February 25, 2022 | Beverly Chandler | ETF Express The last time ETF Express talked to Laton Spahr, president of SS&C ALPS Advisors, the firm had recently launched its first semi-transparent ETF, the ALPS Active REIT ETF, achieving a number of firsts as the first semi-transparent ETF listed…

Three Industry Veterans Bring Expertise to UMB   February 16, 2022 | UMB UMB’s Fund Services and Institutional Custody teams are growing with the hiring of three industry veterans. Paul Troilo joins Fund Services as global relationship manager, and Tonya Cordray and Melissa Clingan join Institutional Custody as senior manager and manager custody administration, respectively. …

Alta Trust Company and Altigo Team Up to Bring Electronic Alts Processing to Advisors February 22, 2022 | Heather Acey | WealthForge Alta Trust Company and Altigo are proud to announce their collaboration to deliver high quality private offerings through Alta Trust using Altigo’s streamlined electronic subscription processing platform. Alternative investments continue to be one…

SS&C Technologies Releases Q4 and Full Year 2021 Earnings Results February 10, 2022 | SS&C Technologies Q4 2021 GAAP revenue $1,294.2 million, up 7.5%, Fully Diluted GAAP Earnings Per Share $0.94, up 27.0% Adjusted revenue $1,296.2 million, up 7.5%, Adjusted Diluted Earnings Per Share $1.28, up 13.3% SS&C Technologies Holdings, Inc. (NASDAQ: SSNC), a global…

Shopoff Realty Investments Partners with Alternative Investment Exchange (AIX) Platform February 8, 2022 | Alternative Investment Exchange (AIX) Alternate Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has partnered with and onboarded Shopoff Realty Investments (“Shopoff”) to the AIX platform. As a result, AIX is enabling all of Shopoff’s funds…