You’ve likely heard the expression: “Innovate or die” (often attributed to Peter Drucker, an influential thinker on business management). The saying holds true for investment advisers, as well. To [...]
Even before the events that have transpired recently with unstable financial markets and worries over the coronavirus, fund sponsors have been increasingly evaluating their current mutual fund transfer agent [...]
In our latest installment of #TALKtoUltimus, we interview Bill Hortz, Founder and Dean of the Institute for Innovation Development, and explore best practices for companies wanting to create a [...]
Gemini Alternative Funds has formed a new partnership with Orion Adviser Services to launch the “Galaxy Plus Managed Account Platform” app within Orion Connect. The Galaxy Plus MAP connects qualified investors with alternative strategies from multiple trading managers. The firm said the options would be inside a fixed-fee structure, would invest in only liquid securities and...
Orion Adviser Services, LLC (“Orion”) today announced it has created an integration with Gemini Alternative Funds, LLC (“Gemini Alt”), which is part of The Gemini Companies. Gemini Alt will launch its new Galaxy Plus Managed Account Platform (MAP) app in the Orion Connect portfolio accounting software platform, delivering one-click, single-sign-on access to the Galaxy Plus...
Northern Lights Distributors, LLC (“NLD”) has unveiled the online Adviser Knowledge Center, which is available on its recently redesigned website. The Adviser Knowledge Center provides interactive and informative content, [...]
Northern Lights Distributors, LLC (“NLD”) has rolled out a redesigned website (http://www.nldistributors.com) as part of its ongoing effort to help investment advisers navigate the distribution universe. “Heightening the visibility [...]
Gemini Fund Services is making a big shift in how it manages its fund administration platform. Kevin Wolf, President at Gemini, announced that the firm would be changing from State [...]