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Edward Jones Expands Offerings for High Net Worth Clients With Alternative Investments and Advanced Financial Planning Services

April 29, 2025

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CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division

April 14, 2025

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Press

CAIS Names Tim Shannon and Brad Walker as Co-Presidents

February 26, 2025

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Press

CAIS Announces 2025 Nationwide Event Lineup for Advisor Education

January 16, 2025

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J.P. Morgan Asset Management Partners With CAIS to Expand Advisor Access to Alternatives

December 12, 2024

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2023 Finovate Award Winner for Best Alternative Investments Solution

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2023 ThinkAdvisor Luminaries Class of 2023

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2023 WealthManagement.com 2023 Industry Awards

Archive

News

Edward Jones Expands Offerings for High Net Worth Clients With Alternative Investments and Advanced Financial Planning Services

April 29, 2025 • by CAIS

Press

CAIS Expands Investment Solutions Suite Through Newly Formed Capital Markets Division

April 14, 2025 • by CAIS

Press

CAIS Launches Alternative Investments Models Marketplace for Advisors Aiming To Scale With Model Portfolios

March 24, 2025 • by CAIS

Press

CAIS Names Tim Shannon and Brad Walker as Co-Presidents

February 26, 2025 • by CAIS

Press

CAIS Launches Enterprise Solution to Power Alternative Investments for TAMPs and Managed Account Platforms

February 19, 2025 • by CAIS

Press

CAIS Announces 2025 Nationwide Event Lineup for Advisor Education

January 16, 2025 • by CAIS

Press

J.P. Morgan Asset Management Partners With CAIS to Expand Advisor Access to Alternatives

December 12, 2024 • by CAIS

Press

New CAIS and Mercer Survey Reveals Widespread Adoption of Alternative Investments Among Financial Advisors

December 9, 2024 • by CAIS

Press

CAIS Unveils Enhanced Trade Solution to Streamline Investment Experience, Accelerating Advisor Adoption of Alternatives

December 3, 2024 • by CAIS

Press

CAIS to Launch Customizable Model Portfolios, Multi-Manager Registered Solutions, and Portfolio Construction Tools for Advisors

October 15, 2024 • by CAIS

Press

Serena Williams and Kevin Costner Take the Mainstage at Third Annual CAIS Summit

October 8, 2024 • by CAIS

Press

CAIS Broadens Offerings from Leading Alternative Asset Managers

September 19, 2024 • by CAIS

Press

Focus Financial Partners Expands Relationship with CAIS to Scale and Centralize Alternative Investment Offerings

September 12, 2024 • by CAIS

Press

CAIS Appoints New Chief Technology Officer to Drive Unified Operating System for Alternative Investments

September 5, 2024 • by CAIS

Press

CAIS Platform Sees Rising Advisor Demand for Structured Notes

June 20, 2024 • by CAIS

Press

MassMutual Taps CAIS to Expand Advisor Access to Alternative Investments

May 29, 2024 • by CAIS

Press

CAIS Hosts Third Annual Alternative Investment Summit for Independent Advisors

May 16, 2024 • by CAIS

Press

CAIS Expands Marketplace Offerings with Blackstone’s Alternative Investment Strategies

May 9, 2024 • by CAIS

Press

CAPTRUST Selects CAIS to Centralize and Streamline All Alternative Investments

April 23, 2024 • by CAIS

Press

Baird Selects CAIS to Centralize All Alternative Investments Onto One Platform

April 10, 2024 • by CAIS

News

Orion and CAIS Join Forces to Expand Alts Access for Advisors

March 7, 2024 • by CAIS

Press

RIA Industry Veteran David Canter Joins CAIS as Strategic Advisor

February 1, 2024 • by CAIS

Press

CAIS Debuts ‘CAIS Live’: A Nationwide Alternative Investment Education Program for Independent Financial Advisors

January 17, 2024 • by CAIS

Press

CAIS - Mercer Survey Finds Advisor Demand Accelerating for Alternative Investments

December 5, 2023 • by CAIS

Press

CAIS and BNY Mellon’s Pershing Expand Collaboration to Provide Advisors Access to a Large Selection of Alts Funds with No Custody or Transaction Fees

November 30, 2023 • by CAIS

Press

CAIS Launches New SaaS Platform for Advisors to Centralize and Streamline Alternative Investment Workflows

October 24, 2023 • by CAIS

Press

CAIS Announces Final Speaker Lineup for Marquee Event Bringing Together Top Independent Advisors and Alternative Asset Managers

October 13, 2023 • by CAIS

Press

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

September 14, 2023 • by CAIS

Press

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

September 5, 2023 • by CAIS

Press

CAIS Alternative Investment Summit Returns with Powerhouse Lineup of Speakers

June 7, 2023 • by CAIS

Press

Advisors Turn to White Label Funds as Demand for Alternative Investments Rise

April 11, 2023 • by CAIS

Press

CAIS Modernizes Brand to Reflect Role in Transforming the World of Alternative Investing

March 28, 2023 • by CAIS

Press

Graham Capital Management, L.P. Partners with CAIS to Expand Access to Independent Private Wealth Channel

February 23, 2023 • by CAIS

Press

Reverence Capital Partners Selects CAIS for Efficient Access to the Independent Wealth Channel

January 18, 2023 • by CAIS

Press

Warburg Pincus Selects CAIS for Access to the Independent Wealth Channel

December 13, 2022 • by CAIS

Press

Nearly 9 in 10 Financial Advisors Plan to Increase Alternatives Allocations Over Next Two Years, CAIS and Mercer Survey Finds

November 15, 2022 • by CAIS

Press

Wealth Enhancement Group Selects CAIS to Expand its Alternative Investment Capabilities

October 13, 2022 • by CAIS

Press

CAIS Expands Advisory Council with Leading Executives from Independent Wealth Community

October 6, 2022 • by CAIS

Press

CAIS Summit Announces Final Lineup as Interest in Alternatives Soars Among Financial Advisors

September 29, 2022 • by CAIS

Press

CAIS Announces Partnership with Ares Wealth Management Solutions to Support Greater Access to Alternatives for Independent Wealth Channel

September 22, 2022 • by CAIS

Press

Davidson Kempner Partners with CAIS to Support Access to Independent Wealth Channel

September 15, 2022 • by CAIS

News

Shane Williams, CAIS' Chief Technology and Product Officer, Was Awarded Chief Technology Officer of the Year at The WealthManagement's 2022 Industry Awards

September 9, 2022 • by CAIS

Press

Mariner Wealth Advisors Selects CAIS to Scale Alternative Investment Capabilities

September 8, 2022 • by CAIS

News

CAIS named in Top 100 Financial Technology Companies 2022 by Financial Technology Report

August 17, 2022 • by CAIS

Press

HilltopSecurities Partners with CAIS to Expand Advisor Access to Alternative Investments

August 2, 2022 • by CAIS

News

Dynamic Announces Strategic Partnership with CAIS

July 12, 2022 • by CAIS

Press

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors

June 30, 2022 • by CAIS

Press

CAIS Receives Strategic Investment from Hamilton Lane

June 28, 2022 • by CAIS

Press

Retail Access to Alternative Investments Top of Mind for Financial Advisors, CAIS Survey Finds

June 21, 2022 • by CAIS

Press

CAIS and Franklin Templeton Expand Partnership to Drive Alternative Investment Access and Education

May 18, 2022 • by CAIS

Press

Advisor Group Selects CAIS for Alternative Investment Access and Education

May 5, 2022 • by CAIS

News

CAIS included on the 2022 WealthTech100 list of world’s most innovative technology solution providers

April 20, 2022 • by CAIS

Press

CAIS Announces Inaugural Alternative Investment Summit for Independent Financial Advisors

April 19, 2022 • by CAIS

Press

CAIS Announces $100 Million Investment from Reverence Capital Partners

April 6, 2022 • by CAIS

Press

CAIS Announces Members of CAIS Advisory Council

April 4, 2022 • by CAIS

Press

CAIS Executives Join Forbes Thought Leadership Councils

February 23, 2022 • by CAIS

Press

Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership

February 10, 2022 • by CAIS

Press

CAIS Announces $225 Million Financing Round Led by Apollo and Motive Partners, Exceeds $1 Billion Valuation

January 11, 2022 • by CAIS

Press

CAIS Appoints Abby Salameh as Chief Marketing Officer

November 4, 2021 • by CAIS

Press

CAIS and Digital Asset Partner to Tackle Inefficiencies at Intersection of Wealth Management and Alternative Investments

October 18, 2021 • by CAIS

Press

CAIS Wins 2021 WealthManagement.com Industry Award for Alternative Investment Platform

September 21, 2021 • by CAIS

Press

CAIS Welcomes Carlyle to SALT NY Alternative Investments Track

September 10, 2021 • by CAIS

Press

CAIS Welcomes Apollo to SALT NY Alternative Investments Track

September 9, 2021 • by CAIS

Press

CAIS Welcomes Galaxy Digital to SALT NY Alternative Investments Track

September 8, 2021 • by CAIS

Press

CAIS Welcomes Avenue Capital Group to SALT NY Alternative Investments Track

September 7, 2021 • by CAIS

Press

CAIS Welcomes Monroe Capital to SALT NY Alternative Investments Track

September 2, 2021 • by CAIS

Press

CAIS Welcomes Angelo Gordon to SALT NY Alternative Investments Track

September 1, 2021 • by CAIS

Press

CAIS Welcomes Axonic to SALT NY Alternative Investments Track

August 31, 2021 • by CAIS

Press

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

August 17, 2021 • by CAIS

News

RIA INTEL | Snackable (and Genuine) Learning With ‘Netflix Magic’ Could Change Wealth Management

August 4, 2021 • by RIA Intel

Press

CAIS Proud to Serve as Exclusive Sponsor for Alternative Investments Track at SALT NY

July 8, 2021 • by CAIS

Press

MERGERMARKET: CAIS Eyes Buys as Large as USD $500M, Under New Investor, CEO Says

May 24, 2021 • by CAIS

News

MERGERMARKET | CAIS Eyes Buys as Large as USD $500M, Under New Investor, CEO Says

May 24, 2021 • by CAIS

Press

CAIS Announces New Integration with Addepar for Seamless Alternatives Transaction Reporting

March 18, 2021 • by CAIS

Press

Structured Solutions Show Dramatic Volume Growth on the CAIS Platform

January 21, 2021 • by CAIS

Press

CAIS Expands Board of Directors with Technology Leadership

January 13, 2021 • by CAIS

Press

CAIS Announces New Integration with Orion for Seamless Transaction Reporting

December 3, 2020 • by CAIS

Press

CAIS Announces $50M Equity Investment

November 19, 2020 • by CAIS

News

REUTERS | Boehly's Eldridge invests in financial technology firm CAIS

November 18, 2020 • by CAIS

News

BARRON’S | Pershing boosts alts capabilities for advisors

August 25, 2020 • by CAIS

Press

CAIS and Pershing Announce Integrations to Streamline Investments in Alternatives

August 25, 2020 • by CAIS

News

WEALTHMANAGEMENT.COM | The Alternative Path Forward

August 25, 2020 • by CAIS

News

RIA INTEL | The Game-Changer for Education

August 17, 2020 • by CAIS

News

FINANCE MAGNATES | CAIS & Galaxy Digital: This Moment is Crucial for FAs in Crypto

July 20, 2020 • by CAIS

Press

Galaxy Digital and CAIS Partner to Provide Institutional – Quality Digital Assets Access and Education for Financial Advisors

June 16, 2020 • by CAIS

Press

CAIS Selected to Join the Schwab Alternative Investment Marketplace Platform™

April 2, 2020 • by CAIS

Press

National Holdings Corporation Selects CAIS to Expand Alternative Investment Access and Education

March 5, 2020 • by CAIS

Press

CAIS Launches Insurance Solutions in Partnership with Schechter

August 15, 2019 • by CAIS

Press

CAIS Announces Recipient of the Inaugural 2019 CAIS Game Changer Award

July 2, 2019 • by CAIS

Press

CAIS Continues to Enhance Platform Experience with Integration Partner PCR

June 20, 2019 • by CAIS

Press

New CAIS Advisory Council Members Bring Insights to Advisor Usage of Alternative Investments

June 4, 2019 • by CAIS

Press

CAIS Strengthens Senior Leadership Team with Four Key Additions

May 22, 2019 • by CAIS

Press

CAIS Achieves Record YTD Growth as Advisor Adoption and Usage Surge

May 7, 2019 • by CAIS

Press

CAIS Adds Two Industry Influencers to Advisory Council

March 19, 2019 • by CAIS

Press

Rockefeller Capital Management Selects CAIS to Expand Advisor Access to Alternative Investment Funds

December 11, 2018 • by CAIS

Press

CAIS Teams with Mercer to Offer Independent Advisors Mercer Investment Services

October 30, 2018 • by CAIS

Press

BB&T Securities Selects CAIS to Expand Alternative Investment Access for Advisors

October 16, 2018 • by CAIS

Press

CAIS and Bluerock Form Partnership to Bring Interval Fund Access to Independent Wealth Channel

May 9, 2018 • by CAIS

Press

Industry Leaders Join CAIS Advisory Council to Advance Platform

December 5, 2017 • by CAIS

Press

CAIS Strengthens Finance and Product Teams with New Leadership

November 30, 2017 • by CAIS

For media and press inquires please contact Morgan Von Ahsen

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