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Friday, October 9, 2026The Morning Brief →Sign in
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Patience Peterson

In network coverage since October 9, 2026 · 2 stories
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practice

Pathstone credits client events for referrals as assets reach $200 billion

CEO Matthew Fleissig says the firm will host 77 client events in 2026; acquisitions account for much of the asset growth.
RIA · Oct 9Pathstone says client assets reached $200 billion in 16 years
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