Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX),...

Pershing API integrations with CAIS and iCapital Network enhance advisor access to alternative investments September 15, 2020 BNY Mellon’s Pershing (“Pershing”) recently announced integrations with CAIS and iCapital Network, the two most prominent alternative investment platform sponsors, through its enterprise-wide Application Program Interface (API) Store. The move underscores Pershing’s commitment to leveraging technology to deliver…

Federal Reserve Chair Jerome Powell is not the only American who had his vacation canceled this summer. The central...

Advisors are Failing Their Best Investors When it Comes to Alternative Investments August 20, 2020 | Ryan Gunn | WealthForge High net worth investors come with different investing preferences and a broader set of investment options than the average client. For example, high net worth investors are accredited, and therefore have access to alternative investments…

There is a Gap Between Investor Interest in and RIA Allocations to Real Estate Investments August 25, 2020 | Ryan Gunn | WealthForge When investors think of investments outside of stocks and bonds, often the first thing that comes to mind is real estate. Real estate is the largest segment of alternative investments, making up nearly…

As universities and schools start to finalize back-to-school plans, many are leaning on their endowments during the current...

Phoenix American Releases White Paper on the Ongoing Impacts of the COVID-19 Pandemic Crisis on Multifamily Real Estate and 2020 Outlook for the Sector Report Provides Insights and Data on Rental Payments, Sales, Pricing and Considerations for Real Estate Investment Fund Sponsors August 17, 2020 SAN RAFAEL, CA, Phoenix American, a full-service fund administration provider…

Asset-Map Announces Virtual Advisor Technology Showcase, AdviceTech.LIVE Competitive industry leaders convene to address the future of advice while supporting diversity and inclusion PHILADELPHIA, PA - July 28, 2020 -- Asset-Map Holdings Inc. (Asset-Map) today announced AdviceTech.LIVE, a live, virtual event that gives financial professionals unprecedented access to top financial technology executives who will speak on…

Phoenix American Financial Services Announces New Client Valeo Groupe August 13, 2020 SAN RAFAEL, CA – Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with its industry leading investor services platform featuring the STAR-XMS shareholder management…