Articles tagged "Steve Braverman"
City National sells off salvaged remains of Convergent Wealth Advisors, but not before Convergent sheds nearly $7 billion of AUM
After a trifecta of traumas, Mark Hurley steps in to fund and help construct deal with Pathstone and PagnatoKarp; cuts a deal with four younger advisors to start segmented division
September 13, 2016 at 5:26 PM
How Fortigent got $50 billion on its platform by treating an RIA pain-point
The Rockville, Md.-based company was early in the high-end of the market but other outsourcers are catching on