WealthManagement Edge

The Denver-based outsourced family office tapped Tom Riley to lead portfolio management as part of a growth strategy targeting bank breakaways.

Fidelity says deals are down 29% from a year ago, but the amount of assets transacted rose by nearly the same percentage.

From Telemus Capital, Matt Dmytryszyn's resume spans 20 years as a research analyst for LaSalle Street, Russell Investments and Piper Jaffray.

Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.

Monaco Capital and Saling Simms Associates have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year.

Verdence/RIA+ will continue to offer outsourced investment management, with added services around succession, compliance and more.