Sponsored by Schwab Advisory Services
Few firms have experienced the growth that Pathstone—one of the largest RIAs in the business—has enjoyed in recent years.
Through a strategic approach to M&A, technology and socially responsible investing, Pathstone has emerged as one of the most successful advisory firms for ultra-high-net-worth individuals.
In this episode of RIA Edge, Mark Bruno, Managing Director of Informa Wealth Management, talks with Pathstone President Matthew Fleisig about the secrets behind their success, and focuses specifically on:
- How does Pathstone think about development – and more specifically, how does Pathstone embed it into the mindset of the overall team?
- Current Opportunities in the RIA M&A Scenario
- While Pathstone has grown through M&A and recruitment in recent years, they have also experienced some significant organic growth in except markets. Matthew shares some details on the focus on ESG and SRI in their organic growth rate and contribution to that growth.
- What new strategies does Pathstone have in place to strengthen its growth engine and specifically use technology to acquire new customers?