Service Provider News & Perspectives

July 10, 2025

Smart Marketing Keeps Advisors Coming Back

Providing advisors with your fund details is essential—but it’s often not enough on its own. In a crowded market, what often makes the difference is the extra value you bring to the table.

July 8, 2025

BNY and iCapital® Form Alliance

This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.

July 1, 2025

Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments

“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

July 1, 2025

Marketing Is the New Sales

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.

June 24, 2025

Boost Advisor Engagement with Video

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

June 13, 2025

2025 CAIS Alternative Asset Manager Survey Report

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

June 12, 2025

Welcome, Engage, Grow: How Welcome Campaigns Drive Enduring Advisor Relationships

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.”

June 11, 2025

Vistra strengthens U.S. Fund Solutions team with strategic hires, signaling continued growth and investment in North America

These appointments mark a continued investment in the U.S. market and build on the momentum from Vistra’s 2024 acquisition of Phoenix American’s Fund Administration and Transfer Agency business, and its newly branded Vistra Fund Solutions business.

June 2, 2025

Barrier Signals in Conversations

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.