New Office
January 6, 2016

EP Wealth Advisors Opens Irvine Office

EP Wealth Advisors has established another office in the Golden State.

M and A
January 13, 2015

EP Wealth Advisors Makes Strategic Acquisition, Is On The Hunt For More

EP Wealth Advisors, an independent financial planning and investment management firm based in

People Moves
November 3, 2014

Summary Of Industry Moves In The Americas: October 2014

A summary of industry moves in the Americas during the month of October 2014.

People Moves
October 9, 2014

California-Based Wealth Firm Hires Vice President, Financial Advisor

EP Wealth Advisors has hired Charles Daguerre Alvaré as a vice president and financial advisor.

People Moves
July 7, 2014

Executive Moves In The Americas: June 2014

Here is a summary of people moves in the Americas throughout the month of June

People Moves
June 5, 2014

California-Based Wealth Firm Appoints Senior VP, Investment Strategist

Torrance, CA-based EP Wealth Advisors, an independent financial planning and investment management

Strategy
November 16, 2012

Schwab IMPACT Conference: Advisors Rocked By Winds Of Change In The Windy City

Financial advisors visiting the Windy City found themselves buffeted by the winds of change

People Moves
March 7, 2012

North America Executive Moves Round-Up February 2011

People Moves
February 15, 2012

California Wealth Advisory Firm Adds Investment Strategist