The CAIS Solutions software-as-a-service platform allows advisors to manage all clients’ alternative investments, even those not sourced through CAIS’s marketplace.

Savvy Advisors adds a former LPL advisor as the venture capital-backed firm steps up recruiting efforts.

Innovayte, headed by Catherine “Cat” Davies, will seek to work with “entrepreneurial” independent RIAs and broker/dealers with between $100 million and $800 million in AUM.

Artificial intelligence can actually help stabilize the process of buying and selling financial assets.

Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.

The digital lead generation provider is banking on its proprietary technology to stand out in a crowded field.

The firm’s proprietary Relationship Quality Index combines multiple metrics, based on a 14-question survey, to measure the quality of client relationships.

Panel discussion focuses on fostering deeper relationships with clients by making them feel seen and heard.