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featured image for the Convergence insights post "Trusted AI Starts With Trusted Data"
November 6, 2026

Trusted AI Starts With Trusted Data

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Trusting Your Investment Adviser Is Not a One-Time Decision

Private market risk never stands still after an investment is made. This piece introduces the Convergence "Trust Layer," a five-pillar framework, Authentic, Capable, Aligned, Accountable, and Transparent, for continuously evaluating whether reliance on a sponsor remains justified.

John Phinney
July 16, 2026

Trust Is What Makes Alternatives Access Steady and Reliable

Platform access is only the first step into alternatives; trust is what makes access steady and reliable. Convergence's Trust Layer and Safety and Soundness™ business intelligence layer convert sponsor inputs into risk indicators, backed by Complexity Roadmaps™ on over 14,000 private and public fund sponsors.

John Phinney
July 15, 2026

The Difference Between Reference Data and Market Intelligence

Reference data tells you who and what exists; market intelligence tells you who and what is about to change and why it matters. Convergence connects entities and tracks business activity to create forward-looking signals that help firms act earlier and with more confidence.

John Phinney
July 9, 2026

Form ADV Filing Quality: What the Data Says and What It Costs You to Ignore It

Convergence's analysis of 16,144 Form ADV filings found errors or omissions at 97 percent of firms, with 2,833 advisers carrying material-level errors. The findings independently overlap with a January 2022 SEC Risk Alert on private fund adviser examinations, published four days before Convergence's own report.

John Phinney
July 8, 2026

What Complexity Scoring Reveals About Operational Risk Before It Becomes Visible Anywhere Else

Convergence estimates 7% of alternative asset managers are under major operating model stress at any given point. Continuous complexity scoring across 44,000 managers using 64 factors and 8400 data fields per manager, updated daily, surfaces conditions invisible to investors, allocators, and service providers without independent monitoring.

John Phinney
July 7, 2026

Outsourcing Market Data and BI. It’s here ... Do you know it?

This piece challenges Fund Administrators and Auditors to ask whether they spend too much time building business intelligence and not enough time acting on it. Convergence turns revenue growth signals into actionable intelligence before they appear in revenue reports.

John Phinney
June 19, 2026

In Conversation with Convergence, Episode 50: George Evans and Declan Byrne of PwC Discuss the Outlook for Asset and Wealth Management

George Evans marks the 50th episode of In Conversation with Convergence with Declan Byrne of PwC. They discuss growth in private markets, interval funds, active ETFs, and tokenization, strain on middle and back offices, data and AI, and talent. Byrne says PwC expects private assets to grow about 20% a year.

George Evans
July 14, 2025

In Conversation with Convergence, Episode 49: George Evans and Marisa Messana of Marigold Elite Partners Discuss Golf and High Performance

George Evans talks with Marisa Messana, founder of Marigold Elite Partners and a former professional golfer, about her path from Clemson golf and the Epson Tour to founding Marigold, her three pillars of high performance, golf programs that help executives build relationships, and human connection in the age of AI.

George Evans
May 29, 2025

In Conversation with Convergence, Episode 48: George Evans and Paul Fleming of BNY Discuss Alternatives Growth and Partnerships

George Evans talks with Paul Fleming, managing director and head of alternatives at BNY, about BNY’s alternatives footprint and priorities, build-buy-partner decisions including the Archer acquisition, market volatility, lift-outs and co-sourcing, AI, and the democratization of private assets.

George Evans
May 5, 2025

In Conversation with Convergence, Episode 47: George Evans and Nikki Pirrello of Pensions & Investments Discuss Policy Uncertainty and Private Credit

George Evans talks with Nikki Pirrello, president and publisher of Pensions & Investments, about policy and regulatory uncertainty, ESG and DEI, retirement and wealth convergence, private credit, and alternatives in 401(k) plans, with P&I research figures on institutional allocations to alternatives.

George Evans
March 27, 2025

In Conversation with Convergence, Episode 46: George Evans and Joe Fisher of KPMG Discuss AI in Audit and the Alternatives Outlook

George Evans talks with Joe Fisher, a senior lead partner at KPMG, about KPMG’s asset management audit practice, how it uses AI in audits, regulation and tax under the new administration, and the outlook for private equity, hedge funds, private credit, and the democratization of alternatives.

George Evans
March 3, 2025

In Conversation with Convergence, Episode 45: George Evans and Georges Archibald of Apex Group Discuss Global Growth and Tokenization

George Evans talks with Georges Archibald, chief commercial officer at Apex Group, about Apex’s global platform and acquisition strategy, private credit, its curated Apex Invest events, digital assets and tokenization, and what Archibald says makes Apex a partner and not just a provider.

George Evans
January 27, 2025

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