WealthManagement Edge

David Eisenhauer and his team managed $450 million in assets for around 150 clients on the broker/dealer platform.

Matt Pearson, chief operations officer of $1.5 billion AUM Ensemble Capital, and his team are unafraid of trying new technology.

Our often grumpy technology columnist filters through the noise of tech announcements this week, singling out a few, and asks for reader input.

These full-time executives will help the firm’s advisors network and build relationships with CPAs in their market.

The integration of documented processes with CRM workflows empowers organizations to streamline operations, enhance customer satisfaction and drive sustainable growth.

With its 14th acquisition in as many years, Pathstone is picking up around 150 client households with an average of $19 million in managed assets.

In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.