RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

How CONCERT is leveraging a full-service alternatives platform to boost its carriage trade clientele

CONCERT sees CAIS catering to the $200 million-plus set while its current alts provider tends to those who may like their hedge funds in mutual-fund wraps

Tuesday, August 21, 2012 – 8:32 AM by Kelly O'Mara
Admin:
no description available
Felipe Luna: We're seeing ... high-net-worth clients ... who want to be more aggressively involved in alternative investments.

Mentioned in this article:

Omniscient Enterprise Advisor
CRM Software
Top Executive: Felipe Luna




hyipinvestors

hyipinvestors

July 15, 2014 — 3:01 PM

Legit HYIP – Invest With Perfect Money,Egopay and Bitcoin
Confident in your choices. Clear about your goals. In control of your financial life. That’s how we want you to feel when you’re planning for your future. And that’s why Legit Hyip puts you and your needs at the center of our business, from our approach to our philosophy on how advisors work with you. Learn more about what Legit Hyip can offer you below.
Deposit Now ( Perfect Money Investment ) 100% Guaranteed Return
http://www.legithyip.net
PerfectMoney Proof of Payment
http://www.payinghyiponline.com/legithyip.html

Zest Joy

Zest Joy

February 24, 2015 — 3:24 PM

Nice article with good information and also at very good article on CAIS https://structurednotes.wordpress.com/cais/

Robert Claw

Robert Claw

March 3, 2015 — 8:10 AM

Very good one on matt brown. another good on matt brown at: https://structurednotes.wordpress.com/tag/matt-brown/ here you can get good information on matt brown and cais

John

John

March 24, 2015 — 11:40 AM

very nice article to read.

John Digo

John Digo

March 25, 2015 — 9:49 AM

Very nice article to read.

RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo