Industry

Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.

There's a new paradigm in wealth management.

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

Rush Benton will replace Cascadia Capital CEO and Chairman Michael Butler on the board.

Icon Wealth Partners, Edge Capital Partners, Seasons of Advice Wealth Management and One Charles Private Wealth have all filed to leave the pact this month.

Diversified Capital Management was previously with Cadaret Grant before Atria Wealth bought it and LPL acquired Atria.

Andrew Selu is the latest Edelman employee to move to Overland Park, Kan.-based Prime Capital. Several former Edelman advisors have sued to break non-solicitation contracts this year.