The money manager is looking to get a foothold in the private debt or infrastructure space in a race for a share in the rapidly growing alternative asset space.
Survey research points to concerning gaps in governance and cybersecurity, with nine-tenths of respondents lacking policies around AI use by third parties.
The national RIA managing $6.5 billion is bolstering its appeal to advisors and clients with an additional foothold in the Midwest.
With 25 years of experience, the Pegula-backed RIA's HNW hire arrives after managing more than $450 million personally at his previous firm.
The firm's latest executive hire comes with nearly three decades of experience, including stints at OneDigital and Fidelity.
With its latest partners in Maine and Texas, the fee-only RIA and financial planning firm has officially completed seven acquisitions for the year.
The fintech behemoth's latest tie-ups bolster its footprint in the managed accounts and 401(k) spaces.
The New York-based firm billing itself as a "long-term partner for successful RIAs" has snapped up the $2.8 billion boutique firm in San Francisco.
The firm's new leadership appointment comes with 30 years of experience, including tenures at Citi, BofA, and Wells Fargo.
The partnership, which extends to CRM leaders Practifi, XLR8, and Salentica will give advisors a smoother path toward managing their clients' held-away cash assets.
