Innovative technology solutions help advisors overcome workflow challenges and scale alternative investment offerings to ...

Morningstar Inc. and iCapital will partner to bring Morningstar Advisor Workstation users smoother access to alternative investments and analytics. The workstation will use iCapital’s analytics to ...

Adriana Tullman is managing partner and head of capital markets at Peak Altitude Partners (“PeakAlts”). She focuses on driving growth and building lasting relationships with RIA, family office and ...

Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy NEW YORK--(BUSINESS WIRE)--Templum, Inc. ("Templum") ...

MassMutual is empowering more advisors to better diversify and monitor their clients’ portfolio holdings, including alternative investments and annuities, through a new collaboration. Through a ...

Andrew Krei is co-chief investment officer at Crescent Grove Advisors, and founding partner and co-chief investment officer of Barrett Upton Capital Partners LLC, a new alternative investment firm ...

Access to alternative investments and private markets has been increasing in recent years, a trend that is expected to continue. Processing Content One of many recent indications of that came last ...

Pravati Capital, one of the oldest litigation finance firms in the U.S., announced a strategic partnership with SEI Access(TM), SEI's alternative investment product marketplace, to offer litigation ...

Eric Satz is Founder and CEO of AltoIRA, which provides investment access with retirement savings to private market assets for all. Investors have faced highly volatile and stressful conditions to ...