Industry

The recently retired 37-year-old will lead the sports, artists and entertainment division at NorthRock Partners.

The next iteration of the firm’s 'Advisor Sleeve' technology will allow advisors to stress-test their model portfolios using machine learning and artificial intelligence.

The fifth-annual Advisor Authority survey showed that more than half of advisors and investors were concerned about market volatility and a U.S. economic recession within the next 12 months.

Joseph Ready is now the head of Trust & Fiduciary Services for the scandal-ridden bank, and the first chief fiduciary officer.

The wealth management firm born from the Rockefeller & Co. family office continues to hire and expand, eyeing $100 billion in assets.

In addition to a steady stream of acquisitions, the firm organically grew by more than $1 billion in new assets in both 2017 and 2018.

'We don't have any kind of real competition in the market," said Rajini Kodialam, Focus Financial Partners' co-founder and COO.