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Gridline joins other digital platforms, such as CAIS and iCapital, in providing advisors with better access to alternatives and removing many of the challenges of investing in the private markets.
This week eMoney announced updates to its marketing platform, a CTO for Carson Group, Skience Surveillance Solution rolled out, and an integration between Advyzon and SSG.
CEO David DeVoe said his firm launched the GrowthBuilder platform in response to a disquietingly slow rate of growth for the average advisory firm that is often masked by market performance.
Mature firms are initiating proactive compliance, going out and trying to determine what regulatory changes are coming and how they will impact the business.
Focus Financial Partners represents CAIS' first enterprise-level customization at this scale, and CAIS CEO Matt Brown sees this as a jumping off point to working with others going forward.
The proposals would mandate that advisors craft written policies and procedures intended to address cyber risks that could harm clients, according to Chair Gary Gensler.
