See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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The additions of Pedie Monta and McKennon 'Mac' Laas will grow the division that launched in December focused on clients with significant land holdings, including oil and gas reserves.
Permit Capital Advisors brings alternative investment and philanthropic experience to Cerity Partners’ growing landscape of financial services for the ultrawealthy.
The Crypto Asset and Cyber Unit will increase to 50 positions; Commissioner Hester Peirce questioned why the commission was 'leading with enforcement in crypto?'