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Focus Financial Partners represents CAIS' first enterprise-level customization at this scale, and CAIS CEO Matt Brown sees this as a jumping off point to working with others going forward.
The proposals would mandate that advisors craft written policies and procedures intended to address cyber risks that could harm clients, according to Chair Gary Gensler.
After long dismissing the financial advisor business, alternative managers have changed their tune and recently made big bets in the space, launching their own private wealth divisions to draw new money from advisors across all channels, and...