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CAIS Taps Tim Shannon, Brad Walker as Co-Presidents
Published on February 26, 2025
The New York-based duo will report to CAIS founder and CEO Matt Brown.
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Other news
$430M Team Launches Own RIA With Wells Fargo’s First Clearing
February 26, 2025
A Kansas City-based team of four advisors has created Sarver Vrooman Wealth Advisors through Wells Fargo's RIA channel.
Former Employee Claims Wealth Enhancement Discriminated Against Her During Pregnancy
February 26, 2025
Amy Fox joined the firm in 2022 as a transition support client specialist. However, according to the lawsuit, she was treated “less favorably” after she became pregnant in 2023.