University of Miami basketball brought Justin Heller and his partner together at the wirehouse; now they've launched their own firm with an assist from Rapport Financial's Aaron Hattenbach.
Fresh off becoming a full custodian, Altruist will now have close to 10% market share of total RIA firms, SSG’s service organization and a relationship with Pershing.
Multifamily office Pathstone announced investments from two different backers this week, Allworth Financial made its second and third acquisitions of the year, and Apella bought a California RIA. Meanwhile, NewEdge Wealth has a new principal.