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 ...

EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment ...

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

The partnership brings approximately $1.6 billion in assets under management to EP Wealth, raising its total AUM to over $31 ...

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

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, ...

Kingswood has appointed former Succession Wealth executive Peter Coleman as its new chief executive. Coleman was hired as CEO ...

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

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