With $2 billion in advised assets and a niche serving tech entrepreneurs, Austin-based Brainard will help Pathstone become a national brand for ultra-high-net-worth clients.
The Cynosure Group's plans to build an RIA for wealthy clients got a fortuitous boost in the wake of Silicon Valley Bank’s downfall, even as its chairman has come under scrutiny for his role in the collapse.
CI Financial says it will use the profits from selling a minority stake in $5 billion AUM Congress to pay down debt. Meanwhile, Captrust, Allworth Financial, Wealth Enhancement Group, Sanctuary Wealth and MAI announced transactions representing...
Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”
