Product & Service Launches – 10/16/2025

CAIS, LODAS Launch Secondary Marketplace for Private Funds

CAIS, an alternative investment platform for financial advisers, partnered with technology company LODAS [Liquidity On Demand As a Service] Markets to launch a secondary marketplace for private market funds. The integrated solution is expected to debut in the first quarter of 2026.

The collaboration will integrate LODAS’ secondary trading technology directly into the CAIS platform, providing advisers with an additional avenue of liquidity for alternative investments. The offering will create a single, streamlined entry point for advisers to access and execute transactions in mass.

“Introducing secondary trading on our platform to our network of over 62,000 advisers who oversee $7 trillion in client assets represents a major step forward in helping them unlock new opportunities and solutions for their clients,” said Matt Brown, the founder and CEO of CAIS, in a statement. “For the first time, advisers will be able to access both primary and secondary alternative investments in one place.”

CAIS, Schwab Expand Partnership

CAIS expanded its technology integration with Schwab Advisor Services, the largest custodian of registered investment adviser assets, to streamline independent adviser execution for ticker-traded alternative investments.

The collaboration allows advisers to bring account profiles onto the CAIS platform and facilitate transactions across both subscription-based and ticker-traded alternative funds.

Schwab Advisor Services managed more than $4 trillion on its custody platform as of July 18.

Nationwide Introduces CareMatters Annuity

Nationwide introduced on Tuesday its Nationwide CareMatters Annuity. The product allows clients to make a one-time payment, convert an existing nonqualified annuity or life insurance policy into long-term care coverage, or use a combination of those options.

The product’s guaranteed 3% fixed crediting rate provides guaranteed LTC benefits. According to Nationwide, this process may allow users to receive double or triple their contract value for LTC expenses.

Monthly LTC benefits have no restriction on use, and clients receive 100% of their monthly cash benefit, with no need to submit bills or receipts. They can cover care provided by family and friends and are also payable if the insured resides internationally. If care is not needed, any remaining contract value is available to beneficiaries as a death benefit.

AllianceBernstein Expands Lifetime Income With Fixed Annuity

AllianceBernstein L.P. announced Thursday it will add the option for a fixed-annuity allocation to its Secure Income Portfolio.

SIP is currently available within AB’s Lifetime Income Strategy, separately as a collective investment trust, and this expansion will provide an additional version for plan sponsors to consider.

The fixed-annuity guarantee is issued by an insurance company subsidiary of Corebridge Financial Inc. The solution also provides participants with guaranteed retirement income while maintaining access to their savings at any time.

As of September, AllianceBernstein had $860 billion in assets under management.

RightCapital Supports Advisers Transitioning Money to Its Platform

RightCapital released an offering to support advisers transitioning money from the eMoney platform to RightCapital. The feature leverages optical character recognition technology to transition key plan data from eMoney reports into RightCapital financial plans.

The technology reads a financial plan PDF report generated by eMoney software, identifies the critical client and planning data, and formats it for advisers to review and add to a plan. The data supported includes expenses, family information, financial goals, insurance policies, properties and savings.

Advyzon Adds Wealthtech Offering

Advyzon, a technology platform and portfolio management solution for advisers and investment managers, will add a new wealthtech offering to its suite in 2026.

The product will incorporate financial planning proposals while leveraging Advyzon Investment Management’s separately managed account and unified management account solutions and tax transition management. Advyzon’s offering will bring together into one workflow goal-based investing, comprehensive cash flow and ‘smart conversation’ engagement tools, according to a company announcement.