The independent wealth management space is becoming less a friendly club and more a pitiless jungle, with big firms squeezing smaller competitors, poaching talent and where organic growth, not M&A, will drive firm value.
Commonwealth's PPS Select Compass is intended to provide advisors with more control and flexibility in portfolio construction.
Constellation Wealth Capital has purchased a minority stake in the alts-focused, technology-driven California RIA.
The alts-focused investment manager reorganizes to expand affiliation options and welcomes three recruits with more than $560 million in assets.
Paul Simons created his new RIA on the Dynasty Financial Partners platform.