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New CAI Model Gets National Attention
CAI's evolutionary new revenue model is a B-2-B approach that treats advisors as business owners. The transparent fees the model offers is what clients and advisors want. Read more › |
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CAI Launches Industry-changing Platform Independent wealth management advisors deserve a business-to-business fee-for-service affiliation model rather than the outdated commission payout formula with other fees added on. And they deserve a truly integrated technology platform. Read more › |
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