Hybrid firm will use Schwab as its custodian.
Dominic Tropiano made 52 trades in two customers' accounts without their knowledge.
Schwab study finds ETF investors view vehicle as way to manage volatility.
Almost 9 in 10 said they never even considered it.
SB Wealth of San Clemente will use firm's broker-dealer and RIA.
Acquisition brings two-year-old Cresset's AUM to $4.5 billion.
Fort Worth-based Karsten Advisors has offices in Texas and Colorado.
Lori Siegel and Robert Russo form Centrix Wealth Partners in Houston.
They want more bang for big tech bucks, poll of advisers by Pershing finds.
Anselmo Contreras Jr. said to have borrowed $30,000 from clients.
