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

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

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

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

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

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

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

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

An analysis of defined benefit plans over 25 years finds REITs trailed only private equity for average annual net returns.

International Assets Investment Management LLC acquired a new stake in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) during the fourth quarter, according to its most recent filing with the Securities ...

ProShares Ultra Bloomberg Natural Gas (NYSEARCA:BOIL – Get Free Report)’s share price gapped up prior to trading on Monday . The stock had previously closed at $49.39, but opened at $54.60. ProShares ...

a CFP and managing director of wealth management services at EP Wealth Advisors. “Prioritizing these two areas is essential for building a strong financial foundation. Start by tackling high ...