The former Morningstar executive discussed the drive to start the company, how they have been using artificial intelligence, their philosophy on integrations and their upcoming inaugural conference.
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.
