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Archive
Press
CAIS Unveils Final Speaker Lineup for 2026 Summit, Bringing 1,250+ to Beverly Hills for Fifth Annual Event
• by CAIS
Press
CAIS Expands Advisory Council, Strengthening Collaboration with Independent Wealth Leaders
• by CAIS
News
Schroders Launches Its First U.S. Autocallable Income ETF, Partners with CAIS to Broaden Advisor Reach
• by Schroders
Press
CAIS Announces Fifth Annual Summit Featuring Its Most Impactful and Wide-Ranging Lineup
• by CAIS
Press
CAIS Integrates with Anthropic's Claude to Give Advisors Instant Access to Alternative Investment Intelligence
• by CAIS
News
RedBlack Integrates with CAIS to Streamline Alternatives Placements and Portfolio Management
• by CAIS
News
Summit Wealth Group Joins the CAIS Platform to Expand Access to Alternative Investments
• by CAIS
News
REX Partners with CAIS, RBC Capital Markets, and Bloomberg Indices to Launch Autocallable Income ETF
• by CAIS
Press
CAIS Announces Year Three of CAIS Live, Setting the Standard for In-Person Alternatives Education
• by CAIS
Press
Fourth Annual CAIS Mercer Survey Shows Alts Moving From Niche to Norm With Half of Advisors Now Allocating 10%+ to Alts
• by CAIS
Press
CAIS Advisors to Launch CAIS Sports, Media and Entertainment Fund, Selects Arctos and Eldridge as Core Independent Managers
• by CAIS
News
AE Wealth Management Unveils AE Private Exchange, Broadening Advisors’ Reach into Alternative Investments
• by AE Wealth
Press
CAIS Unveils CAISey, an AI Solution to Streamline the Alternative Investment Experience for Advisors
• by CAIS
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CAIS to Launch Secondary Marketplace for Private Funds in Partnership with LODAS Markets
• by CAIS
Press
CAIS Enterprise Technology to Power Alternative Investments Across Envestnet, Orion, and Vestmark
• by CAIS
Press
CAIS Announces Final Speaker Lineup for Fourth Annual Summit Bringing Together Top Independent Advisors and Alternative Asset Managers
• by CAIS
Press
CAIS Expands Fund Menu as Private Markets Become a Core Pillar for Advisor Portfolios
• by CAIS
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CAIS Announces Fourth Annual Alternative Investment Summit for Independent Financial Advisors
• by CAIS
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CAIS Expands Platform Execution Capabilities for Ticker-Traded Alternative Investment Funds
• by CAIS
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CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division
• by CAIS
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CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios
• by CAIS
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CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms
• by CAIS
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J.P. Morgan Asset Management Partners With CAIS to Expand Advisor Access to Alternatives
• by CAIS
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New CAIS and Mercer Survey Reveals Widespread Adoption of Alternative Investments Among Financial Advisors
• by CAIS
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CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives
• by CAIS
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CAIS to Launch Customizable Model Portfolios, Multi-Manager Registered Solutions, and Portfolio Construction Tools for Advisors
• by CAIS
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Focus Financial Partners Expands Relationship with CAIS to Scale and Centralize Alternative Investment Offerings
• by CAIS
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CAIS Appoints New Chief Technology Officer to Drive Unified Operating System for Alternative Investments
• by CAIS
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CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies
• by CAIS
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CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors
• by CAIS
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CAIS Launches New SaaS Platform for Advisors to Centralize and Streamline Alternative Investment Workflows
• by CAIS
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CAIS Announces Final Speaker Lineup for Marquee Event Bringing Together Top Independent Advisors and Alternative Asset Managers
• by CAIS
Press
CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
• by CAIS
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CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing
• by CAIS
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Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel
• by CAIS
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Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel
• by CAIS
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Nearly 9 in 10 Financial Advisors Plan to Increase Alternatives Allocations Over Next Two Years, CAIS and Mercer Survey Finds
• by CAIS
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Wealth Enhancement Group Selects CAIS to Expand its Alternative Investment Capabilities
• by CAIS
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CAIS Expands Advisory Council with Leading Executives from Independent Wealth Community
• by CAIS
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CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors
• by CAIS
News
CAIS named in Top 100 Financial Technology Companies 2022 by Financial Technology Report
• by CAIS
Press
HilltopSecurities Partners with CAIS to Expand Advisor Access to Alternative Investments
• by CAIS
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CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors
• by CAIS
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Retail Access to Alternative Investments Top of Mind for Financial Advisors, CAIS Survey Finds
• by CAIS
Press
CAIS and Franklin Templeton Expand Partnership to Drive Alternative Investment Access and Education
• by CAIS
News
CAIS included on the 2022 WealthTech100 list of world’s most innovative technology solution providers
• by CAIS
Press
CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors
• by CAIS
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Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership
• by CAIS
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CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation
• by CAIS
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CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments
• by CAIS
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CAIS Wins 2021 WealthManagement.com Industry Award for Alternative Investment Platform
• by CAIS
News
RIA INTEL | Snackable (and Genuine) Learning With ‘Netflix Magic’ Could Change Wealth Management
• by RIA Intel
Press
CAIS Proud to Serve as Exclusive Sponsor for Alternative Investments Track at SALT NY
• by CAIS
For media and press inquires please contact Morgan Von Ahsen
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