The president and COO of the family-office-turned-mega-RIA says the company’s growth can be traced to its roots, which include expertise in private market investing and a commitment to digital marketing.
Family office platform LinePoint Partners adds Lauren Colonna as CMO, Cooper Rey as chairman, and Anton Marinchik to its executive committee, bolstering its UHNW advisor platform.
Cresset President Susie Cranston discusses the firm’s growth to $65B AUM, family office services and insights on evolving advisory models in the RIA space.
Indivisible Partners’ John Thiel shares his perspective on the evolution of the wealth management industry and how the firm is carving a new path for those seeking a greater focus on the advisor.
According to the Justice Department, Julie Anne Darrah would target elderly clients (some of whom were receiving end-of-life care), earn their trust and then steal their money.
Frank Giuliano, a former vice president of corporate development at LPL Financial, will join multi-family RIA Caprock to lead M&A and advisor recruiting.
A bigger, more established player is now vying for the advisor market with lower price; more specialized AI providers have the home court advantage for now.
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