The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.
Corient reported during its quarterly earnings call that it is fully severed from parent company CI Financial in all but ownership and debt.
Meketa’s new RIA-focused private investment platform has a new capital partner, while Cetera and Snowden Lane both announced deals and SEIA hired a new head of wealth transfer.
Wintrust will move two businesses and 85 advisors to the LPL Institution Services platform from Wells Fargo.
The capital will be used to pursue organic and acquisition-based growth globally.
The RIA has brought on Gün Keresteci, former global head of finance at McKinsey.
The $1.5 billion firm launched its 1099 platform earlier this month after months of preparation. WhiteCliff Wealth Management CEO Robert Seiden is the first advisor to come on board.
Currently with another small RIA in San Diego County, federal filings indicate the team intends to offer asset-based, fixed-fee and hourly services.
Armitage, who was laid off from Thrivent as part of a larger reorganization of the wealth management business, will bring her expertise to wealth management CEOs.
Oden left Schwab late last year after more than 30 years at the company.