Astraea Wealth has launched on the Equita platform, focusing on women, LGBTQ clients and “anxious savers,” while Apella Wealth tops $4 billion in AUM with ClearLogic Financial deal.
Roraj Pradhananga, recently appointed co-CIO of Veris Wealth Partners, provides an inside look at the $2.03 billion firm’s model portfolios and impact investing philosophy.
The addition of Gil Addeo is key to expanding Axos' services to independent broker/dealers and RIAs, the company says.