US RIA EP Wealth Advisors appoints new COO
EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...
WealthManagement.com1d
Former Captrust M&A Head Joins Coldstream Board of Directors
Former Captrust executive Rush Benton is joining Coldstream Holdings’ board of directors, replacing Cascadia Capital CEO and ...
WealthManagement.com2d
Zeplyn, AI Note-Taking Assistant for Advisors, Announces $3M in Seed Funding
The funding was led by Leo Capital, an early-stage ... the last five as head of digital wealth management). Other advisors ...
JD Supra3d
Wealth Enhancement Group makes another purchase
Wealth Enhancement Group, a wealth management firm with more than $94.7 billion in client assets, acquired FinTrust Capital Advisors LLC, which ...
AlTi Global, Inc. (ALTI) Q3 2024 Earnings Call Transcript
AlTi Global, Inc. ( NASDAQ: ALTI) Q3 2024 Earnings Conference Call November 8, 2024 9:00 AM ET Lily Arteaga – Head-Investor Relations Michael Tiedemann – Chief Executive Officer Stephen Yarad – Chief ...