RIA Edge

The move will allow CEO and founder Paul Saganey to focus on coaching the firm’s advisors working with higher-net-worth clients.

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

The investments represent the highest reported position yet on spot bitcoin ETFs by an RIA.

Thomas Hofstetter and Daniel Baron will join the Ohio-based DayMark, a Dynasty Financial Partners member firm managing about $2.5 billion in assets.

This is Wealth Enhancement Group’s fourth transaction this year and its 18th location in California.

Adam Birenbaum, currently chairman and CEO of Buckingham, will become the combined company’s new CEO.

Goldman Sachs now allows lending against certain alternative investments custodied through Goldman Sachs Advisor Solutions.

The ratings agency says the move reflects “elevated acquisition-related liabilities and share repurchase activities.”

Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.