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 ...
The generation closest to the traditional retirement age may also need the most advice, according to two new surveys. It may not be surprising that a BankRate survey of more than 2,500 Americans found ...
Phil Sieg, CEO of J.P. Morgan Advisors, a division of J.P. Morgan Wealth Management, is retiring next month. Managing Director Mollie Colavita is stepping up to take his place. According to an ...
In 2024, a study by J.P. Morgan AI Research and Queen’s University found that leading proprietary artificial intelligence models could pass the CFA Level I and II mock exams, but they struggled with ...
Hightower Advisors, the Chicago-based mega-RIA with $326 billion in client assets, has hired a former BlackRock executive as head of operations and services amid a push to boost connectivity between ...
A South Carolina-based team managing about $1.25 billion in client assets is joining independent broker/dealer LPL Financial from UBS. According to LPL, Jeffrey Allen, Steve Armaly, Brian Blackburn ...
Recent research suggests that the U.S.’s nonparent population is growing and that nonparents frequently share a special relationship with charity. The speakers will examine the social science research ...
Merchant Investment Management, a New York City-based investment firm that provides growth capital and other support to independent financial services firms, is adding valuation services for ...
Creative Planning, the mega-registered investment advisor based in Overland Park, Kan., has acquired a team in Hawaii overseeing $430 million in client assets. Mosaic Pacific, founded in 2014, will ...
The Mather Group, a Chicago-based registered investment advisor with $14 billion under management and advisement, has acquired a $200 million AUM RIA in Walnut Creek, Calif.—Mather’s fourth in the San ...
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