The firm says it will not be a custodian for all; rather, it will target RIAs serving HNW and UHNW clients in need of bespoke investments and the trading chops of its global markets division, which will house the new business unit.
With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs.
White, who oversaw the transformation of LPL Financial's tech stack, will not retire from the industry, as announced in August. Instead, he's joined Carson Group as chief strategy officer and will also sit on the firm's executive board.
Join this timely webinar on Wed. April 13th, for a better understanding of how taxes can impact your clients' retirement plans, considerations for navigating changes in tax legislation, and how may be able to help your clients improve the tax efficiency of their portfolios.
Pathstone President Matthew Fleissig discusses what it took to build the RIA into one of the largest in the business, and its plans for the future. Sponsored by Schwab Advisor Services
An off-campus apartment complex for Louisiana State University students is part of an investment portfolio of sanctioned billionaire Victor Vekselberg.
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