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. The deal boosts EP ...

Ballentine Partners LLC lifted its position in SunOpta Inc. (NASDAQ:STKL – Free Report) (TSE:SOY) by 39.3% during the 4th ...

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

The partnership is EP Wealth’s largest in the Midwest, bringing new talent and resources to the firm EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser ...

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.

EP Wealth Advisors, a Torrance, Calif.-based registered investment advisor, has acquired Executive Wealth Management, a Michigan-based RIA with about $1.6 billion in assets under management.

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

The minority investor is bolstering its presence in North Carolina through a partnership with the $1.8 billion RIA.

Dow Jones Newswires is a market-moving financial and business news source, used by wealth managers, institutional investors and fintech platforms around the world to identify trading and investing ...

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the ...