Northern Trust Just Changed Its Wealth CIO. The Bigger Story Is Client Complexity
Northern Trust named Eric Freedman wealth CIO as Katie Nixon moves to lead the Northeast, showing how private-client investment leadership is changing.
Two RIA Platforms Had Record Years. Their Growth Models Could Not Be More Different
Bluespring and Concurrent both reported record 2025 growth, but their models show two different paths for RIA acquisitions, capital and advisor support.