Pathstone, with $35 billion in assets, becomes one of the first RIAs to buy a direct indexing platform; it plans to continue licensing the technology to other advisory firms.
Diversity leaders tend to “go at it alone” believing that loneliness is part of the job description. It doesn't have to be.
LPL onboarded $11 billion of CUNA's client assets on May 21, with the remaining $21 billion expected over the next several months. It is one of LPL's largest clients.
According to the commission, TradeZero publicly told investors it refused its clearing broker’s demands to restrict trading, when in fact it stopped trading certain stocks.
The deal with Meristem Family Wealth also brings an in-house trust company to Cresset.
