News, Vision & Voice for the Advisory Community


F2 Strategy's urgent purchase of much larger Oakbrook Solutions has an RIA twist --it adds reach to equip big RIAs with the chops to compete against trust banks for trust fund kids

The wildly hiring Santa Cruz OCTO still needed capacity, people to implement its ideas and weaponry to help RIAs manufacture trust fund kids

Author Brooke Southall June 19, 2023 at 8:56 PM
no description available
Doug Fritz: They really just knocked my socks off.
Keith Girard contributed to the editing of this article.


Related Moves

April 26, 2023 at 11:25 PM

After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty

Motive hopes Jeff Yabuki, 66, can restore magic after old InvestCloud management put the 'icing before the cake' in the eyes of one analyst.

January 23, 2024 at 2:07 AM

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