RIA Edge

Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

Caprock’s acquisition of Grey Street Capital brings the UHNW multifamily office to more than $11 billion AUA.

Carson Group also announces two additions, Realta Wealth names a new CFO and Savant adds to its board.

Traditional growth strategies yield diminishing returns, while new online engagement methods are exploding.

After presiding over infrastructure expansion, a shift in strategy and more than $80 billion in asset growth, Hightower’s CEO shares his thoughts on the job, the industry and recent rumors of a sale.

The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.

The Palm Financial Group has joined Baird’s Madison West office.

Previously affiliated with Mariner’s independent advisor platform, the Washington state firm brings 401(k), estate planning and insurance talent to Merit.