Caprock’s acquisition of Grey Street Capital brings the UHNW multifamily office to more than $11 billion AUA.

Also, Brooke Juniper is the new CEO of TIFIN’s CIO platform Sage, and FusionIQ has appointed John Phillips as a senior strategic advisor.

Carson Group also announces two additions, Realta Wealth names a new CFO and Savant adds to its board.

The evolution towards hybrid mutual fund/ETF structures marking a pivotal shift in strategic institutional asset management.

The wealthtech company is inching steps closer to an all-in-one wealth management platform.

Traditional growth strategies yield diminishing returns, while new online engagement methods are exploding.

After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.

The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.