O'Shaughnessy's Canvas platform benefits from #fintwit celebrity endorsements and has nine RIAs onboard. But what does the rapid growth mean for broader advisor appetite for direct indexing?
The acquisition brings Captrust a larger presence in Northern California, and continues its strategy of combining retirement plan services with wealth planning.
Attend this webinar on Feb. 4th to learn useful insights as to the real issues and concerns actual heirs and their families have identified to the panelists regarding personal property division in their family’s estate settlement.
