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

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief ...

The fund will be managed by Matthew Snider, Chief Investment Officer of Digital Wealth Partners. Snider brings substantial ...

The Torrance, California-based RIA's C-suite hire brings more than 30 years' leadership experience, including at Goldman ...

Introduction Eastern Point Trust Company stands as a distinguished name in the world of wealth management, offering ...

Integrated Partners has expanded the reach of its $20 billion RIA operations with a new affiliate in Boston.

Canaccord Genuity Wealth Management has taken yet another piece of CIBC Woody Gundy’s pie with the acquisition of an Ottawa-based advisory team that manages $1-billion worth of client assets. The ...

Canaccord Genuity Group Inc. CF-T -0.59% has lured a team of advisers with $1-billion of client assets from Canadian Imperial ...

US RIA Steward Partners has introduced G2G Wealth Management, a hybrid team that will oversee around $377m in client assets.

Bringing a wealth of experience and a planning-based approach, Sanchez will strengthen Keystone’s mission of delivering ...

The JV is focused on providing a leading private markets offering for the ultra-high-net-worth wealth segment, initially ...