Displaying 20 results
Structured notes are turning heads among advisors, says CAIS
The leading alts provider reports a significant year-on-year demand spike for the flexible investment options as the quest for diversification continues.
MassMutual strikes new alts partnership with CAIS
The financial giant is tapping the leading alternatives provider as it doubles down on support for its advisors.
Blackstone set to make debut on CAIS alts platform
Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.
Alts platform CAIS secures another partnership
The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.
Baird simplifies alts platform with new CAIS partnership
The firms are deepening their longtime tech collaboration to create a unified alternative investments solution for Baird's more than 1,300 advisors.
Orion forges alternatives partnership with CAIS
The integration will give Orion’s advisor users more access to alts products, services and resources.
David Canter joins CAIS as strategic advisor
Alternative investments platform reaffirms support for RIAs as it taps industry veteran.
Advisors plan to increase clients’ allocations to alternative assets in 2024
CAIS-Mercer study reveals the asset classes that are set to dominate.
CAIS expands alts offering with Pershing with no transaction fees
Expansion of the two firm's partnership gives advisors greater access to funds.
It’s time for financial advisors to help investors gain access to alts
The long-outdated accredited investor rule has become a symbolic roadblock between retail investors and institutional-quality investments.
Fidelity leans into alternative strategies as demand grows amid economic uncertainty
Fidelity's alts platform, which launched in 2013, has seen assets grow by 70% since 2020.
InvestCloud interim CEO opens up about fintech’s recent leadership changes
Richard Lumb says that while InvestCloud is growing, a different set of skills are needed to take it to the next level.
Advisor Group RIAs add alts, and fresh conflict, to platform
The agreement between Advisor Group and CAIS on sales of alternative investments, and the revenue such sales would generate, is the crux of the matter.
How and where alternative investments are captivating wealth management
In a rare moment of symmetry, the suppliers of alternative strategies are seeing increasing demand from financial advisers.
Demand for alternative investments points to major portfolio reallocations
Changing regulations are combining with technology to potentially push $10 trillion into alt strategies by 2030.
CAIS alternatives platform valued at $1.1 billion after latest funding round
The platform has now received four rounds of outside funding in less than two years from investors that see the potential for diversification in the current market environment.
Advisor Group adds CAIS alts platform
The addition gives access to a menu of alternative investment products, including hedge funds, private equity, real estate and private credit.
Private equity investors take stakes in CAIS, Mather Group
The steady flow of PE money into wealth management illustrates the bullish outlook for the industry's fee-based revenue streams.
CAIS provides alts platform to Focus Financial firms
The custom CAIS platform will allow for the evaluation of hedge funds, private equity, private credit, real estate, digital assets, and structured notes.
Alts provider CAIS lands $225 million in funding
As the number of publicly traded companies steadily declined over the past decade, investor interest in the private markets has increased markedly.
