Legion Capital Selects WealthForge as Managing Broker-Dealer June 27, 2023 | Heather Acey | WealthForge Legion Capital, a specialized real estate development lender, has chosen WealthForge as its new managing broker-dealer. Legion will benefit from WealthForge’s deep experience with providing operational and back-office compliance services to alternative investment sponsors. As managing broker-dealer, WealthForge provides sponsors…

As the financial markets brace for uncertainty related to inflation, a recession and the near-term impact of a nasty debt-ceiling fracas in Washington, Fidelity Investments is preparing for increased interest in alternative investments.

Allianz Guaranteed Income Product Will Be Available with SS&C May 24, 2023 | SS&C SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced it will be adding a guaranteed income product for defined contribution plans from Allianz Life Insurance Company of North America (Allianz Life) to its Retirement Income Clearing & Calculation (RICC) platform. The Allianz…

"We're excited to offer VineBrook Homes Trust investors the secondary liquidity they may seek and appreciate the opportunity to partner with NexPoint, one of the leading - and most influential - managers of alternative investments..."

Altigo Surpasses $3B in Alts Transactions May 11, 2023 | Heather Acey Less than a year after hitting the $2 billion mark, Altigo has crossed $3 billion in alternative investments completed on the platform, a new milestone revealing enduring demand for transformative alts technology and amplified interest in alternatives as a way to weatherproof investor…

Marketing Intent Wins Gramercy Institute Award for Strategic Excellence in Financial Marketing April 5, 2023 | Marketing Intent Marketing Intent, a marketing firm specializing in alternative investments, announced that it achieved the honor of winning a Gramercy Institute Award for Strategic Excellence in Financial Marketing. Gramercy Institute, an industry think-tank focused on the intellectual needs…

Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Versity Invest. Phoenix American will support Versity’s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder…

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing March 28, 2023 | CAIS CAIS, the leading alternative investment platform, today announced a modernized brand refresh to reflect CAIS’ leadership role in transforming the world of alternative investing as we enter a “New Era of Access.” With financial advisors and alternative…

PATRIZIA and iCapital Announce Partnership to Expand Private Wealth Offering March 28, 2023 | ffnews.com PATRIZIA, a leading partner for global real assets, and iCapital, a global fintech platform driving access to alternative investment products in the wealth management industry, have partnered to provide wealth managers with access to certain PATRIZIA investment solutions available through Allfunds, the world’s largest fund distribution network, and a strategic partner of iCapital. PATRIZIA will leverage iCapital’s technology platform and structuring solutions to provide wealth managers and…