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.
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.
Dustin Cali and Daniel Ventura of Praetego Private Wealth broke away to build a business designed for the future, poised for growth and scale, with the freedom to serve clients’ unique needs.
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