Also in the West Coast, San Francisco-headquartered Parallel Advisors has bolstered its leadership with two executive hires.
Eddie Brown from Pathstone discusses his "energizing" first six months as CGO, the biggest hurdles confronting family offices today, and the "inside out game" of growth.
Annual survey research shows increased adoption of alternatives including listed REITs and SMAs, with ESG funds falling by the wayside.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
Torrance, California-based EP Wealth welcomes a $900 million team in Idaho as Merit adds its first office in Utah.
The $1 trillion RIA is getting serious on inorganic growth as it welcomes the M&A veteran for a dedicated leadership role.
The big three custodian is unveiling new reporting features, UMA functionalities, and a new advisor growth network, along with other updates at its flagship conference.
The privately held bank has onboarded an experienced veteran as it looks to boost support for UHNW clients and the wealth firms in its extended network.
The RIA behemoth overseeing more than half a trillion dollars in client assets is adding to that book with a $1.4 billion firm focused on pro athletes in New York.
