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

Envestnet | Tamarac Announces Integration with CAIS

Wealth Managers Using Tamarac Advisor® Xi Can Invest in, and Obtain Research on, Third-Party Hedge Funds and Private Equity Funds Available from CAIS Chicago, IL—March 23, 2016— Envestnet | Tamarac has teamed up with CAIS to provide independent advisors with … Read more