FEBRUARY 15, 2024

RIA NEWS

Pathstone to Buy $3.65B Crestone Capital

Ali Hibbs

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.

FULL ARTICLE

INDUSTRY

Cetera OSJ Snags $312M Team From LPL Financial

Diana Britton

The Regal Wealth Advisors team joined Summit Financial Networks, the OSJ run by Marshall Leeds.

FULL ARTICLE

WHITE PAPER

Go Big or Go Boutique

Sponsored by Prospera Financial Services

At Prospera Financial, you’ll have the best of both worlds.

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REGULATION AND COMPLIANCE

The DOL’s Independent Contractor Rule and the Law of Unintended Consequences

Jeff Nash

The final impact has yet to be determined.

FULL ARTICLE

EQUITIES

Family Offices Cut Stocks, Boosted Real Assets in 2023, KKR Says

Annie Massa

Public equities dipped to 29% of the average total assets in family offices surveyed, down from 31% in 2020, according to KKR's Family Capital report.

FULL ARTICLE

WMTV ON LOCATION

Myriad Launches Cybersecurity and Strategic Business Planning Solutions

Sponsored by Myriad Advisor Solutions

Myriad Advisor Solutions announces two initiatives to help clients navigate the digital landscape securely while optimizing their business legacies.

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