Tag: CAIS

Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to...

Aspida and Flourish partner to distribute Aspida annuities; Capitalize to power rollovers for Ellevest clients; Orion and CAIS expand alternatives...

Only one-quarter of advisers even have access to alts, according to Fidelity.

An annual CAIS-Mercer study finds bullishness for alts, though adding them to workplace retirement plans will take finesse, according to...