Wealth Management
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Bluerock CEO Kamfar tells RIA Intel that we are at the beginning of a major reallocation to alternatives.
Over the past six months, Addepar has added over $1 trillion in client assets to the platform.
Bernie Clark will step down as head of Schwab’s custody business, among other transitions.
The rule would make it harder for anyone to use a false identify to establish a relation with an advisor.
The combined firm will manage more than $50 billion, making it one of the largest RIAs.
Altruist is now valued at more than $1.5 billion.
