Nesvold is exiting Raymond James to take on an expansive new role at Cresset's $30 billion platform.
The new Dynasty Investment Bank will cater to buyers and seller regardless of whether they're part of the Dynasty partnership network.
Austin, Texas-based Brainard represents a key market for Pathstone's focus on family office services.
CI claims to have tripled its return on its original minority investment in Congress Wealth Management.
For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
BlackRock, T. Rowe Price, Fidelity and Clark Capital will get shelf space alongside Morningstar's own models.
The private equity-backed aggregator launched by veterans of Goldman Sachs and United Capital has acquired Barber Financial Group, with $1.5 billion in assets.
Private equity is still hungry for access to wealth management and smaller firms are fine-tuning their pursuit of scale.
A big part of working with artists and entertainers is helping them keep their feet on the ground while they're reaching for the stars.
