Ellen Turf, CEO and executive director of the National Association of
Personal Financial Advisors (Napfa) since 1999, is resigning after 20
years with the fee-only advisor organization.
CAIS, a New York based technology company, has expanded its wealth
management platform to include private equity in its lineup of
alternative investment options, CAIS announced Thursday.
Hedge funds, broker-dealers and mortgage companies may face
unprecedented demands for data on everything from risk exposure to
trading partners as U.S...
