The new hires include CFO David Scarpello who most recently led M&A efforts at Pathstone. The moves come in the wake of Constellation Partners’ minority stake in Perigon.
Schwab Advisor Services' Jalina Kerr discusses how the firm is trying to follow advisors’ lead when it comes to prioritizing the custodian’s approach to tech development.
Josh Hederick filed his complaint in North Carolina federal court, alleging that Edelman’s litigation record means he can’t trust they’ll work with him on his departure “in good faith.”
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