Finance News
Q&A: Jamie Hopkins to Bring Tech-Savvy Trustee Services to RIAs
In his new role as CEO of a nascent RIA and multifamily office within a bank-owned trust company, Hopkins hopes to fill a service gap he noticed during his time with Carson Wealth.
By NB
Feb 16, 2024
Pathstone to Buy $3.65B Crestone Capital
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.
By NB
Feb 16, 2024
The Diamond Podcast for Financial Advisors: Former First Republic Head Launches RIA with Backing from Summit Partners
Bob Thornton and Megan Whalen candidly discuss the fallout from First Republic Bank and building a new RIA backed by private equity firm Summit Partners.
By NB
Feb 16, 2024