The firm, which has clients in 47 states, has grown to $21.3 billion
Half of the $7.3 billion under management at WE Family Offices is from non-U.S. clients
Long out of favor, liquid alt funds shine as noncorrelated portfolio ballast.
The advisers will expand the New Jersey footprint of LPL-affiliate Gladstone Advisors
Diversification is making it harder than usual to keep up with the S&P 500.
LPL seen as well-suited for the credit union's wealth management unit.
With firm valuations tied to stock market levels, RIA owners look for exits.
Kovitz, which pushes beyond $4 billion under managment with its second deal of the year, is part of the network of Focus Financial Partners.
Industry conferences take lead in adopting formal policies, where harassment has been a problem in the past.
The executive chairwoman expects staff at every level to 'show up,' and thinks diverse opinions lead to better results.
