A $1.1 billion Michigan-based six-person team is joining RBC Wealth Management from UBS, a move that comes on the heels of a J.P. Morgan advisor managing nearly $1 billion decamping to RBC earlier ...
EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor with $36 billion in assets under management as of June 2025, has issued a $400 million seven-year term loan and ...
Two weeks ago, Raymond James filed a lawsuit in the U.S. District Court for the Eastern District of Michigan against Pietro “Peter” Melia, the Michigan-based husband of Sarah Melia, who was a Raymond ...
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