News, Comment & Analysis results for Evoke Advisors
Who’s Moving Where In Wealth Management? – Raymond James Financial, MAI Capital Management, Oppenheimer
The latest moves, appointments and personnel changes in wealth management in North America.
Summary Of Senior North American Executive Moves – June 2026
A roundup of moves, appointments and personnel shifts in the North American market.
Cresset Names New Managing Director, Wealth Advisor
The new appointee will help to build out Cresset’s presence in the New York region, focusing on
MAI Capital Management Expands Texas Presence
The deal marks MAI’s 21st acquisition since January 2024 and expands the firm’s presence in
Deals Of The Day: The Latest In Wealth Management M&A – MAI Capital Management, Court Place
The latest mergers, acquisitions and other corporate actions in the wealth management sector.
MAI Capital Management Acquires Another RIA, Surpasses $65 Billion AuM
The transaction is MAI Capital's 17th since the start of 2024 and part of a powerful M&A trend in
MAI Capital Management Partners With Evoke Advisors
The combination will create a national firm with about $60 billion in assets under management and