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

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

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

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, ...

Savant is majority owned by its employees. Late in 2023 the firm named David LeCompte, Jonathan Millican and David Ward ...

Eric Lyon, a former senior managing director at B. Riley Wealth Management, jumped in October to Kestra Investment Services.

Nemali will report to Aleem Jivraj, Nomura's COO of global markets, and Ravi Raju, head of international wealth management.

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