ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Cresset's institutional play"
Episode Synopsis
Ian and — in his podcast return — Andrew Foerch discuss what Cresset's move to merge with $124bn investment consultancy Monticello Associates says about the industry-wide drive to acquire wealth assets which may not be under management and talk about how $25bn Homrich Berg's rebrand is a sign of how much the RIA industry has changed recently.
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