Miami-based Corient has struck one other deal, asserting on Wednesday that it’s buying New York Metropolis-based Summit Path Advisors, a dually registered RIA managing greater than $21 billion in...
Corient, a Miami-based RIA aggregator overseeing round $535 billion in shopper property, has agreed to amass a New York Metropolis-based RIA with nearly $5 billion in property, in accordance...