As families bring their advisors deeper into the complexities of their lives, the top advisors are responding with teams of ...

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

Savant is majority owned by its employees. Late in 2023 the firm named David LeCompte, Jonathan Millican and David Ward ...

The decision between a family office and a wealth management firm ultimately comes down to your needs, goals and resources.

America added more jobs than expected in December. Likewise, RIA firms plan to step up hiring in the coming months.

Japan's Nomura Holdings has appointed Sudhir Nemali as managing director and chief operating officer of its international ...

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

BofA announced it hired Ed Riley and Jessica Mullin several days after unveiling its new advisory group for ultra-high-net-worth clients based out of its Merrill Wealth division.

Merger of two operating companies positions the Atlanta-based RIA for its next phase of continued rapid growth.

Adrienne Penta started work at the Boston-based SCS this week after spending 15 years at Brown Brothers Harriman.