OneDigital acquired Huntington National Bank’s 401(k) and retirement plan business this week, while Clearstead Advisors picked up local firm CLS Consulting. The Mather Group and NewEdge Wealth both announced key hires.
Michael Lane, a seasoned professional in the investment industry who currently serves as the head of enterprise, U.S. Wealth Advisory at BlackRock, joined Nabia Jenkins-Johnston, from Inside ETFs, to discuss what it means to leave a legacy through...
Cresset Real Estate Partners sources private market real estate investment opportunities for high-net-worth investors and family offices. It was a separate company until a partnership was formalized in 2021.
Barry Friedberg, co-chairman of New York Private Bank & Trust, Emigrant Partners’ parent company, will assume Heckenberg’s responsibilities on an interim basis.
