News

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set the stage for long-term organic growth.

Jarrod Biebel, a former Raymond James advisor, has created TrekNorth Investment Management in the Denver area, while James Horn, a former Edelman advisor with two offices in upstate New York, has founded Matterhorn Private Wealth.

Alex Pape, a former global head of product at Aladdin, will oversee the development of AssetMark’s technology.

Advisor David A. Schneider in New York City has left Cambridge after 17 years with the broker/dealer.

Buying Aspire Wealth Management and Fernwood Investment Management will add a combined $800 million to CW Advisors' platform.