Marshfield, MA (May 15, 2019) — AdvisorAssist, LLC announced today the promotion of Conor I. Anderson and Brian M. Young to Partner and the addition of four new consultants to its team.

Compass CFO Solutions, LLC, the wealth management industry’s leading provider of outsourced CFO and accounting solutions, announced today that the firm has hit a key milestone and is serving client firms that have a combined $20 billion in Assets Under Management.

AdvisorAssist, LLC, the independent wealth management industry’s leading regulatory, compliance and business risk management consulting firm, has formed a new Advisory Board that will include former SEC commissioner Troy A. Paredes.