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Focus Financial tightens ties with CAIS to boost alts, just don't say the arrangement much resembles CI Financial's deal to buy a stake in GLAS Funds

New York City-based CAIS already administers a $30-billion chunk, it says, of Focus's $350 billion of RIA assets; RIAs get to add third-party funds or go with the CAIS selections

Author Brooke Southall February 16, 2022 at 7:34 PM
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Matt Brown: 'This allows us to automate and digitize fund onboarding so it’s not a 'pain in the neck.''

CAIS

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Focus Financial Partners

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CI Financial



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Mentioned in this article:

Focus Financial Partners, LLC
Consolidator/Roll-up Firm
Top Executive: Rudy Adolf



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