“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology

The firms that stand out—the ones advisors remember and reach out to—are the ones who’ve taken control of their story and told it well.

Video can be a powerful tool in alternative investment marketing. It transforms complex data into compelling stories.

Explore what 30 leading alternative asset management firms told us about product innovation, advisor engagement, and future growth in the independent wealth channel.

Starting off on the right foot can be as simple as a welcome campaign. It’s your chance to say, “Hey, thanks for trusting us.”

Barrier signals are the subtle (or not-so-subtle) cues that advisors and potential investors give when they lose interest or face an obstacle in their decision-making process.

Alternative investments terminology can sometimes seem contradictory, but it's important to understand the lingo in order to make an informed pitch to investors.

“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities." — Catherine Bowman, The Bowman Law Firm

Blue Vault prides itself on being the alternative investments “hub” for wealth advisors. That means being an exclusive source of performance metrics and alts knowledge.