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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 , Andrew Rudd , Franklin Templeton , Barra Inc , Cerulli Associates , Advisor Partners , President Matthew Fleissig ,