The fast-growing wealth manager just topped $3 billion in AUM after 1 year, started catering to high-net-worth families and hired a number of high-profile industry veterans.
The founder of the $22 billion Edelman Financial Services will also be an advisor to the firm.
The Mather Group’s acquisition of $1 billion Berman Investment Advisors closed on Oct. 1.
The 81-year-old discount-investing pioneer is taking on a new crop of rivals.
Succession Lending positions itself as an alternative to Live Oak Bank, the innovative lender that brought small business loans to collateral-light RIAs.
Not all stories about professional athletes and finance are negative.
