CAIS Adds Two Industry Influencers to Advisory Council

CAIS Advisory Council Guides Platform on Future Needs and Expectation of Advisors. NEW YORK, Mar 19, 2019 – CAIS announced the addition of two industry veterans to the CAIS Advisory Council: Jim Patrick of Envestnet and Lee Beck of Kudu … Read more

Industry Leaders Join CAIS Advisory Council to Advance Platform

Independent Advisors, Key Service Providers, and Market Innovators Commit to Evolution of CAIS NEW YORK—December 05, 2017— Following a year of record growth for its platform, and to further its commitment to serving the independent wealth management community, CAIS is … Read more

CAIS Strengthens Finance and Product Teams with New Leadership

Firm’s footprint to expand with the opening of Austin office, providing advisors with high-touch service in tandem with superior technology solutions NEW YORK—November 30, 2017— As CAIS continues to expand its solutions for the independent wealth management community, the firm … Read more