Articles tagged "Elevation Point"
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Jim Dickson's RIA venture launched with a bang, but high flying co-founder Mark Penske and industry icon Eric Clarke exit board after Emigrant Partners steps in as minority investor
In exclusive interview Emigrant Partners Chair Liz Nesvold stays bullish on the firm, but questions remain about its board, its owners, who's running the company and a hastily rewritten ADV2.
October 28, 2025 at 2:36 AM
Briefs: Focus Financial gets second happy Hollywood ending in LA lawsuit • Orion closes deal in record 14 days • iCapital buys ID shop • VC milestones & raises • People moves at Apex, Dynasty & Wealthfront
A Hollywood RIA took on Focus and Goldman, and lost • Reed Colley is already in the house • The SEC dings Robinhood, Schwab and Vanguard Group, and FINRA dings Fidelity • Vanguard & Schwab launch ETFs • BlackRock plots mixing alts & annuities in a TDF • Dynasty adds golf exec in HR hire • iCapital buys 'AI' KYC shop • Larry Shumbres start-up off to the races • Wealthfront's media guru departs.
