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Douglas Rothermich, who previously built out TIAA’s HNW planning group and advised on $1 billion in assets, joins Fidelis as a partner and wealth strategist.
CAIS, which works with more than 34,000 financial advisers, is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.
The number of registered firms hit an all-time high of 15,396, according to an annual snapshot co-created by the Investment Adviser Association and COMPLY.