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RIA Pathstone Acquires Direct Indexer Advisor Partners
Pathstone becomes one of the first RIAs to acquire a direct indexing platform, allowing the firm to build out its after-tax work in client portfolios.
Matthew fleissig
Eaton vance wateroak
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Franklin templeton
Barra inc
Cerulli associates
Advisor partners
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Morgan Stanley sells Water Oak, RIA unit of Eaton Vance, to CI Financial s Pathstone
Morgan Stanley came into possession of Water Oak when it bought Eaton Vance a year ago.
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John furey
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