Ross Lehman, assistant investment officer of $773 million AUM Stepp & Rothwell, Inc., still provides a bespoke client experience.

RIAs on the Orion platform with DPL membership now have more flexibility and data feeds around annuities and insurance.

Nesvold says she’ll certainly use her M&A know-how, but she’ll also play a larger role connecting the dots between Emigrant’s businesses—with the high-net-worth individual at the center of it all.

Both Jennifer Staben and Tim Dowden claim the contracts they signed during their time at Edelman discourage individuals from working elsewhere, while Edelman accused one of the advisors of a “flagrant” breach of their deal.

Nesvold will work with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.

The nascent RIA adds three practices with a combined $150 million in AUM, as it bets on its subscription fee model and open architecture technology.

The funds approved by the $30 billion RIA platform include those from Fidelity, BlackRock, Bitwise and Franklin Templeton.

Corient reported during its quarterly earnings call that it is fully severed from parent company CI Financial in all but ownership and debt.