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Wealth Enhancement Group and CAIS Enter Partnership

CAIS, a financial product platform for independent wealth management, partnered with Wealth Enhancement Group, an independent wealth management firm with more than $57.7 billion...

Court Orders Tech Fund Adviser Charged by SEC to Pay More...

A federal district court has ordered San Francisco-based fund adviser Michael B. Rothenberg to pay more than $31 million in disgorgement, prejudgment interest, and...

Envision Financial Systems Names Mike Huisman Head of Alternative Investment Solutions

Envision Financial Systems Inc., a provider of investor recordkeeping technology, has hired Mike Huisman as head of alternative investment solutions. In his role, he...