The firm has offices in Chicago and Downers Grove, Ill., serves more than 800 clients around the country, and is the latest example of large, $1 billion-plus RIAs coming into the market as acquisition targets.
Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division.
The agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.
The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.
David Lenok and Dr. Denise Federer discuss the impact of families not having those difficult conversations about their money and wealth.
When the wind of change blows, some build walls, while others build windmills.
The constant push towards something better is driving change and paving the way for the fastest evolution the wealth management industry has ever seen.
Wealth Management asked advisors to share their resolutions for 2022.
