News, Comment & Analysis results for EP Wealth Advisors
Californian Wealth Manager Names COO
The organization, which operates in 41 offices across 13 states, oversees almost $29 billion in
Summary Of North American Wealth Management Senior Moves – August 2024
A roundup of senior moves in the North American wealth sector during August. While traditionally a
RIA Pushes Into Wider Private Markets' Access
The move into the private markets space, done via the use of curated opportunities with a partner,
Summary Of North American M&A In Wealth Management – April, May And June 2024
A summary of M&A moves in the second quarter of 2024.
Who’s Moving Where In Wealth Management? – EP Wealth Advisors, RBC Wealth Management
The latest senior moves, appointments and adjustments in wealth management roles across North
Summary Of Executive, Senior Moves In North American Wealth Management - May 2024
A summary of moves in the North American wealth sector during May this year.
EP Wealth Advisors Buys $700 Million Wealth Manager
The addition of this business in Dallas takes the firm's AuM across the US to $25.2 billion.
Who's Moving Where In Wealth Management? – EP Wealth Advisors, RBC WM
The latest senior moves and appointments across the North America wealth management market.
Summary Of North American M&A For January, February And March 2024
A summary of M&A moves in the first three months of 2024. Prominent names in the mix included MAI,
California's EP Wealth Advisors Adds $1.2 Billion Firm
Both firms in the transaction are based in California.
Comment & Analysis results for EP Wealth Advisors
Award Winners
WealthTalk - Awards Videos
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WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
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