EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment ...
The partnership brings approximately $1.6 billion in assets under management to EP Wealth, raising its total AUM to over $31 ...
EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management ...
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EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...
Eric Lyon, a former senior managing director at B. Riley Wealth Management, jumped in October to Kestra Investment Services.
Executive Wealth Management LLC acquired a new stake in Schwab Fundamental U.S. Large Company Index ETF in the 3rd quarter valued at about $422,000. Finally, Nabity Jensen Investment Management ...
Netwealth, the wealth management firm chaired by former Jupiter chief executive Edward Bonham Carter, raised £13mn from ...
Curated Wealth Partners, an El Segundo-based registered investment adviser and multifamily office, is focused on stable and ...
Former President of ADVISORport and Managing Director at Goldman Sachs Asset Management to Expand the Reach of Institute ...
Julius Baer said on Tuesday it had agreed to sell its Brazilian domestic wealth management business to Banco BTG Pactual, ...
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