Investor recordkeeping that's flexible, open and versatile.

By Brian Jones Recently I had the opportunity to speak with Ignites for its June 2025 series on dual share classes. For those getting up to speed on the topic, I recommend that series, as well as: Nicsa’s ETF Share Class Toolkit (April 2025) Cerulli and Nicsa’s “Dual-Share-Class Product Challenges and Opportunities” (May 2025) Here, […]

By Kelly Lynch There’s an apparent disconnect between fund families’ enthusiasm for semi-liquid alternative funds and distribution platforms’ ability to add them. A recent Ignites article by Alyson Velati notes that of the hundreds of interval funds on the market, only a handful are offered by wirehouses, according to data from XA Investments: 11 from […]

By Kelly Lynch This post is a brief reflection from the winter-spring conference season for operations professionals:    ‘Alts’ means something different, depending on where you sit in the support system.   Portfolio managers think about alts based on what a fund is investing in—like real estate or private companies. Broker-dealers and other distributors might think about […]