With its 14th acquisition in as many years, Pathstone is picking up around 150 client households with an average of $19 million in managed assets.
In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.
Brennan Asset Management Group becomes Allworth’s 16th office in California.
The deal is Perigon’s first acquisition after selling a minority stake to Karl Heckenberg’s RIA-focused investment venture.
The Investment Adviser Association is worried the potential rules would duplicate protections that already exist, according to the organization’s general counsel.
The seasoned RIA executive has penned a nearly 100-page whitepaper sketching a bleak but compelling future for the wealth management industry.
Our technology columnist had to open up his mind to the notion given years of hype.
