While not denying the benefits of PE backing, a subset of RIAs and wealth managers remain determined to go it alone.

Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are ...

The partnership brings approximately $1.6 billion in assets under management to EP Wealth, raising its total AUM to over $31 ...

EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment ...