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The deal represents a continuation of Stratos' acquisition strategy, which is to take nonvoting minority interests in RIAs and offer them the same infrastructure that's available to its affiliated advisors.
The state joins more than a dozen others that have finalized rules based off the model created and passed last year by the National Association of Insurance Commissioners.
Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady as its first chief product officer to oversee product alignment.
Bill and Melinda Gates Investments—the 100-person strong team that’s overseen the couple's personal fortune and the endowment of their namesake foundation—changed its name to Cascade Asset Management Co.
