Yayati, a leading wealthtech and investment management provider specializing in options, announced this week that veteran asset management executive Jerry Chafkin has joined the firm as Chief Investment Officer. Chafkin, the former Chief Investment Officer of AssetMark, brings decades of experience in portfolio strategy, risk management, and financial innovation to the rapidly growing Yayati team. As Yayati continues to broaden the adoption of options in wealth portfolios, Chafkin will play a pivotal role in driving the success...

Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades

Marks significant milestone for Vestmark's platform serving financial advisors

Ricard Janson Joins as Senior Vice President in EMEA Capital Formation Group focused on the Nordics and the Netherlands

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership

Apollo, Ares, Bain Capital, BlackRock, Blackstone, Blue Owl, Golub Capital, Franklin Templeton, KKR, Nuveen, Partners Group, Reverence Capital Partners, Stonepeak, and Vista Equity Partners are among the managers introducing or expanding strategies on the CAIS platform

Independence from private equity positions the fee-only RIA to offer advisors the resources they need with the autonomy they want