Dakota Wealth Management acquires Jonathan D. Pond, LLC
September 11, 20234 min
Strategic acquisition brings AUM to approximately $3.8 billion
Strategic acquisition brings AUM to approximately $3.8 billion
TDC Investment Advisory announces rebrand to TFO Wealth Partners
Pathstone, an independently operated, partner-owned advisory firm offering comprehensive, customized wealth management advice and family office services for families, family offices, foundations and endowments, today announced it has entered into an agreement to acquire Rex Capital Advisors. Based in Providence, Rhode Island, Rex provides investment advisory and customized family office services to a select group of ultra-high net worth families and their related entities. Founded in 2002 by Arthur Duffy, Rex Capital originally served as a single-family...