Following its purchase of $45 billion Hall Capital Partners, private equity-backed Pathstone will now have a national footprint with 23 offices and over 750 team members.

The firm will now offer advisory services and customizable model portfolios for alternative investments.

The products will include a tender offer fund open to U.S. accredited investors.

The RIA partnership has acquired a solo practice in Colorado Springs and hired a veteran advisor from Charles Schwab in Orlando, Fla.

In the third quarter, the wirehouse doubled the number of net new clients with $10 million or more in assets from a year ago.

The acquisition of Sweet Financial is Carson’s second-largest deal to date.

Kristy Britt will take over from outgoing CFO Jon Frojen, and will be based at Osaic’s headquarters in Scottsdale, Ariz.

Private equity firm Warburg Pincus exits its investment in Kestra after five years, while Stone Point returns as majority owner.