The deal with Executive Wealth Management represents EP’s largest Midwest acquisition to date, bringing its total AUM to over ...
Executive Wealth Management, a Brighton-headquartered wealth advisory firm, was acquired by Torrance, Calif.-headquartered EP ...
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 ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...
Apollo Global Management plans to expand in Japan and add staff to its Asia wealth business, its regional top executive said, ...
Eric Lyon, a former senior managing director at B. Riley Wealth Management, jumped in October to Kestra Investment Services.
Netwealth, the wealth management firm chaired by former Jupiter chief executive Edward Bonham Carter, raised £13mn from ...
New members of the FSI board include Gary Baker, president and managing partner of Undivided Wealth Management; Robert ...
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 ...