CAIS

Cameron Dawson, CFA, CIO at NewEdge Wealth, shares why she thinks high valuations may not trigger a selloff, but can amplify moves once something changes sentiment.  Hear more from Cameron on this episode of CAIS Live Conversations. Full episode streaming now—catch the link in the comments. #wealthmanagement #alternativeinvestments #financialadvisor

Financial advisors from independent RIAs and family offices lead in alts adoption depth heading into 2026, with roughly a quarter of those surveyed allocating more than 20% of client portfolios to alts. Broker-dealers fall behind at these higher allocation levels. Use the link in the comments to explore more alternative investment allocation trends in our fourth annual survey report, conducted with Mercer. #wealthmanagement #investing #RIA

Structured ETFs are evolving, and so is the way advisors access them. In this episode, recorded live at CAIS Live | Capital Markets, Scott Acheychek of REX Shares and Marc Premselaar of CAIS Capital Markets discuss product innovation, ETF structure, and what advisors should understand about capital markets execution. Stream the full conversation using the link in the comments. #wealthmanagement #ETFs #alternativeinvestments

Last week, we brought together key leaders in wealth management for CAIS Live | Leaders in Wealth on Kiawah Island, South Carolina.  Three days of conversations about where the industry is headed, from strategies shaping portfolios to the leadership decisions that may define the next era of wealth management. Attendees engaged in educational sessions on private markets, capital markets, portfolio design, and how advisors’ roles are changing, designed to deepen understanding of the market and ever-changing financial ecosystem.  This is what CAIS was built for: advancing the knowledge, education, and connections that move the industry forward and help navigate evolving markets.  To our sponsors and everyone who joined us—thank you for bringing your perspective and your energy. The conversations don’t stop here.  Check out some pictures from the event and learn more about our CAIS Live event series using the link in the comments.  #CAISLive #financialadvisor #wealthmanagement 

Private markets are playing a role in financial advisors’ portfolios, and NewEdge Wealth CIO Cameron Dawson, CFA believes responsible planning and liquidity considerations must come first. She shares her framework on the latest episode of CAIS Live Conversations—give it a listen using the link in the comments.

Nearly six in 10 (59%) rely on model portfolios for most of their client assets, and more than three-quarters of advisors surveyed say they use or consider models when allocating to alts. Together, these findings could point to a future where advisors use more model-based frameworks to drive scale in alternative investing. Read how advisors are allocating heading into 2026. Download The State of Alternative Investments in Wealth Management from the link in the comments. #portfolios #wealthmanagement #investing

At CAIS Live South, Mark VanderHagen, CFP®, AIF®, President and Founder of Wealth Advisors Group, shared how CAIS has supported his firm’s growth in alternatives. For Mark, it comes down to three things:  1️⃣ Access to managers  2️⃣ Education that builds advisor confidence  3️⃣ Technology that streamlines the client experience #CAISLive #wealthmanagement #financialadvisors

“It’s a lot more paperwork to buy a private placement fund. ... We want to be servicing our clients and picking investments, not chasing forms and operational workflows.” Benjamin Webb, CFA, Head of Balentine’s Private Markets Investment Strategy team, shares how his team approaches alternative investments with a focus on efficiency. By leveraging the CAIS platform, Balentine streamlines private investment workflows and expands its view across managers and market trends, while keeping time and attention on its clients. 🔗 Read the full case study using the link in the comments. #alternativeinvestments #financialadvisor #wealthmanagement

Advisor goals around alternatives are evolving. In our latest CAIS–Mercer survey, helping clients meet their goals overtook practice differentiation as the top reason surveyed advisors allocate to alternatives. That change suggests alternatives are no longer viewed primarily as a way to stand out but as a means to potentially address client objectives.  In this video, CAIS Co-President Brad Walker explains why he sees this shift signaling a growing maturity in how advisors use private markets. Hear more from Brad here, and check out the link in comments to download the full report. #financialadvisors #wealthmanagement #privatemarkets 

As ownership structures expand and new revenue models emerge across sports, we invited Chad Hutchinson (Arctos) and Neil Blundell (CAIS Advisors) on CAIS Live Conversations to explore how sports, media, and entertainment are evolving as an asset class. 🔊 Use the link in the comments to check out the latest episode, streaming now. #sportsinvesting #privatemarkets #wealthmanagement