Executive Wealth Management, a Brighton-headquartered wealth advisory firm, was acquired by Torrance, Calif.-headquartered EP ...

The deal with Executive Wealth Management represents EP’s largest Midwest acquisition to date, bringing its total AUM to over ...

"EP Wealth acquires Michigan’s Executive Wealth Management" was originally created and published by Private Banker ...

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 ...

Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.

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.

Apollo Global Management plans to expand in Japan and add staff to its Asia wealth business, its regional top executive said, ...

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 ...

New members of the FSI board include Gary Baker, president and managing partner of Undivided Wealth Management; Robert ...