ETF issuers are adjusting to the new regulatory regime, expecting a lighter touch and faster approval for things like dual-class structures and innovation on private market and crypto ETFs.
CAIS Models Marketplace will include portfolios developed by wealth management firms, asset managers, and CAIS Advisors, the company’s recently launched RIA.
Peoples & Co. Private Wealth Stewardship is led by CEO Duane Peoples, who is joined by his wife, son and daughter, and takes a faith-based approach to wealth management.
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