The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
Rockefeller Global Family Office has announced its fourth recruit in three weeks, while Freestone Capital Management attracted an advisor from another RIA.
New digital securities-based lending program is "a game changer" for clients who need liquidity, one advisor said. Expect more banking services for wealthier clients to follow, according to Schwab executives.
Sequoia is adding $930 million in assets, while Mercer, NewEdge Wealth and CoastalOne collectively brought in more than $1.13 billion. SageView, Linscomb & Williams and Pathstone all filled key roles.
