EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment ...

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

The partnership brings approximately $1.6 billion in assets under management to EP Wealth, raising its total AUM to over $31 ...

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

The acquisition marks EP's first offices in Michigan and its seventh acquisition for 2024, which was an annual record for the ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...

Executive Wealth Management, a Brighton-headquartered wealth advisory firm, was acquired by Torrance, Calif.-headquartered EP ...

Heartwood Wealth Advisors LLC lowered its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 0.7% in the fourth ...

While you should never adopt a dog solely for that dog to guard your home, getting a proficient watchdog can be an added ...

Asset Management One Co. Ltd. increased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.4% during the ...

JPMorgan Chase & Co. lifted its holdings in shares of Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) ...