EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman ...

The RIA aggregator's latest deal gives it a sixth New Jersey location while pushing its assets managed to $96.6 billion.

Wealth Enhancement Group, an acquisitive Minneapolis-based registered investment advisor, has acquired M&R Capital Management ...

Christopher Ayer, a former senior vice president at Pallas Capital Advisors, will bring his expertise working with ...

Wealth Enhancement Group, a wealth management firm with more than $94.7 billion in client assets, acquired FinTrust Capital Advisors LLC, which ...

Our clients will benefit from the added scale and solutions while maintaining the high level of care and attention they've come to expect from us." M&R Capital Management serve ...

NewEdge Wealth is a division of NewEdge Capital Group, which services multiple business lines and supports more than over 400 financial advisors.

Plus: Ortec Finance expands board; Swedish Fund Selection Agency adds to strategy and business development team ...

I'd like to welcome everyone to the Canaccord Genuity Group Inc. Fiscal 2025 ... backdrop for corporate finance and advisory activities in our core mid-market focused sectors and continued strong ...

Q3 2024 Earnings Call Transcript November 8, 2024 Operator: Good morning, my name is Zico, and I will be the conference ...