The firm said in May that current leader Paul Reilly would be stepping down.
Firm says automated tool aims to solve a gap in the marketplace.
Beverly Hills firm serves clients including those in entertainment industry.
Retirement focused firm provides consultancy for institutions.
While the national picture is subdued, there are pockets of price gains.
EdgeCo Holdings includes several growing business lines.
Alt asset manager has also hired a 20-year Goldman Sachs veteran.
The digital asset could be in line for a lucrative ETF launch.
Preliminary data reveals good start to holiday shopping season.
Younger Americans most crypto savvy, but need advice on many other products.
