EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management (EWM). Financial and legal details of the transaction were not revealed. This ...

Park Avenue Securities LLC bought a new position in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) in the ...

Week one of the Trump administration was, as advertised, full of excitement in financial markets — just not the kind of ...

Park Avenue Securities LLC acquired a new position in shares of iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired ...

The deal with Executive Wealth Management represents EP’s largest Midwest acquisition to date, bringing its total AUM to over $31 billion.

The acquisition marks EP's first offices in Michigan and its seventh acquisition for 2024, which was an annual record for the firm. Torrance, California-based EP Wealth —backed by private equity shop ...

EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management.

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, has announced the acquisition of Executive Wealth Management, LLC ("EWM"), ...

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