Engelhorn, now 32, is one of many beneficiaries of what has become known as the Great Wealth Transfer. Over the next 20 years ...

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

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, ...

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

Curated Wealth Partners, an El Segundo-based registered investment adviser and multifamily office, is focused on stable and ...

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

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