Service Provider News- Page 23 of 31

Service Provider News

September 7, 2021

Snackable (and Genuine) Learning With ‘Netflix Magic’ Could Change Wealth Management

In 2019, the people behind CAIS, a $13 billion alternative investments platform founded a decade earlier, were not totally satisfied...

August 26, 2021

A growing asset class: The US private debt market

The private debt market has come into its own over the past decade. Once a small and obscure asset class, its profile was raised in...

August 17, 2021

Alternative Fund Advisors Selects UMB Fund Services to Provide Services to the Firm’s First Registered Closed-End Interval Fund

UMB Fund Services, Inc. (UMBFS), a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), is pleased to announce that it has been selected to...

July 14, 2021

CNL Financial Group Partners with iCapital Network® to Enhance Access to Alternative Investments

CNL Financial Group, a leading provider of alternative investments, and iCapital Network1, the leading global financial technology platform...

July 1, 2021

CoastalOne Launches Digital Alternative Investments Platform, Altigo, Powered by WealthForge

CoastalOne, an independent broker-dealer (Coastal Equities) and registered investment advisor (Coastal Investment Advisors) based in Wilmington, Delaware, recently rolled out access to alternative investments for all...

July 1, 2021

Anastasia Amoroso Joins iCapital Network® as Chief Investment Strategist

iCapital Network1, the leading global financial technology platform driving access and efficiency in...

June 14, 2021

Fraud Risks for Alternative Fund Sponsors and How to Reduce Your Exposure

A Blue Vault Webinar on June 9, 2021, featuring...

May 27, 2021

The top 5 challenges of investor onboarding and the need for digitization

Investor onboarding in today’s environment is crucial; organizations are choosing to digitize their investor onboarding experience to create a solid...

May 13, 2021

Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and...