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RIA Roundup: Cerity Hits $100B with Denver-based OCIO Firm Agility

Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.

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Cerity Partners Merges with Agility in OCIO Push | Chief Investment Officer

After the deal closes, Agility will be called Cerity Partners OCIO

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Cerity Partners strikes upper-high-net-worth deal

Cerity Partners strikes upper-high-net-worth deal
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Executives Want Financial Counseling. Here's Where They Can Find It

Cerity Partners CEO and founder Kurt Miscinski says his firm has found a steady stream of new clients through its workplace benefits business, which provides…

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Barron's 2023 Top Independent Financial Advisors Ranking: An Advisor to Top Executives

Barron's 2023 Top Independent Financial Advisors Ranking: An Advisor to Top Executives
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

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