Focus Financial Taps CAIS to Expand Alts Capabilities

CAIS is also offering up research and education materials. Such an educational component will be critical to increase alts adoption in the intermediary space, said Craig Kilgallen director of relationship development at Fuse Research Network. “A lot of the discussion around the democratization of private investments is about bringing these types of vehicles down market to a broader cohort of financial [advisors],” he said. “Partnering with a platform like CAIS will support those efforts.”

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Article published on February 11, 2022