The firm is a spinoff of multifamily office Cresset Asset Management of Chicago.
A correction in private market prices has set the sector up for a rebound, a firm strategist says.
Denver-based Mercer is expanding its Nashville footprint with the acquisition of Financial Partners Group.
Genex Consulting of Kirkwood, Mo., manages $700 million in client assets.
The firm has agreed to buy enTrust, a firm founded in 2018 by Michael Crawford and Daniel Conners.
The firm has added advisor duo Jerod Wurm and Casey Frye who run their advisory in Roseville, Calif.
Carlson Capital is Sequoia's largest acquisition by number of employees and wealth advisors, the firms said.
A federal judge ruled partly in favor of Darren Reinig, who launched a new firm in San Diego.
The Long Island, N.Y., advisor firm took on Wealth Partners Capital Group and HGGC as strategic partners.
The desire for personalized allocations cuts across all wealth levels, the MSCI survey found.