Nicholas Takahashi and his team managed about $1.3 billion when it left the wirehouse earlier this year, but Morgan Stanley alleged the rep was breaking his non-solicitation vows.
The virtual conference and its slick platform showcased plenty of useful third-party technology, and it was free for advisors.
The alternative asset manager is launching its first interval fund and serving as a core independent manager on another as it looks to develop new products.
Former InvestCloud CEO John Wise brings over Nicole Nakashian, former COO at InvestCloud, to lead operations at his new technology venture.
The new lawsuit comes several weeks after the RIA acquirer dropped its claims against Lars Knudsen. The firm claimed the advisor had broken his restrictive covenants after being fired.
Called Model Select and focused primarily on ETFs, the program already manages $5 billion in assets.
Momentum Advisors' Allan Boomer details his journey from a Merrill intern to Goldman Sachs to independence as a true fiduciary.
There's a new paradigm in wealth management.
