Sponsored by Schwab Advisor Services
Few firms have experienced the growth that Pathstone—one of the largest RIAs in the business—has enjoyed in recent years.
Through a strategic approach to M&A, technology and socially responsible investing, Pathstone has emerged as one of the most successful advisory firms to ultra-high-net-worth individuals.
In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Pathstone President Matthew Fleissig about the secrets behind the company's success, and specifically focuses on:
- How does Pathstone think about growth—and more specifically, how does Pathstone embed it into the mindset of the overall team?
- Current opportunities in the RIA M&A landscape.
- While Pathstone has grown through M&A and recruiting in recent years, it has also experienced some significant organic growth, excluding markets. Matthew shares some details on the company's organic growth rate and the focus on ESG and SRI in the contribution to that growth.
- What new strategies does Pathstone have in place to power its growth engine and specifically use technology to acquire new clients.