News, Comment & Analysis results for EP Wealth Advisors
Summary Of North American Wealth Management M&A From July To End-2024
A summary of mergers and acquisitions in the North America wealth sector during July, August,
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,