The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.
That’s when a DC court will issue a mandate that could make effective an August opinion that went in favor of Grayscale Investments, which had sued the SEC as it looked to convert its Bitcoin trust into an ETF.
When markets are performing poorly, clients’ portfolio values can decline, giving clients the sense that they aren’t making progress toward goals and those goals seem harder to achieve.