The veteran leader from Cresset will support Emigrant's network of high-net-worth advisory firms and specialty platforms.
The challenger custodial platform's latest agreement will give advisor users access to enhanced portfolio capabilities including single stock support, tax management, and direct indexing.
Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.
The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.
The firms expect their newest C-level hires, one coming from Morningstar and the other with experience from Morgan Stanley and Stifel, to help drive their respective growth efforts.
The Chicago-headquartered firm headed by Bob Oros lands its first deal of 2025, strengthening its presence on the East and West Coasts.
Edward Jones research reveals most not aware of uses for college savings, qualified school expenses, and skills development outside the formal education system.
Wells Fargo's latest arrivals, including a seasoned veteran from UBS and Morgan Stanley, strengthen its presence in Ohio and New Jersey.
The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.
Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI platform addressing three financial industry pain points.
