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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.

There's a new paradigm in wealth management.

This represents Captrust’s first large deal this year and its sixth Massachusetts acquisition since 2019.

Rush Benton will replace Cascadia Capital CEO and Chairman Michael Butler on the board.