The proposals would mandate that advisors craft written policies and procedures intended to address cyber risks that could harm clients, according to Chair Gary Gensler.
Focus Financial Partners represents CAIS's first enterprise-level customization at this scale, and CAIS CEO Matt Brown sees this as a jumping off point to working with others going forward.
In this episode, David Armstrong talks with Brown about how the CAIS platform works to connect financial advisors with alternative asset managers and strategies that are right for their clients.
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