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Our Partners
Exclusive: MAI Capital Management to buy $27bn Evoke Advisors

Exclusive: MAI Capital Management to buy $27bn Evoke Advisors

by Katie Copeland | Aug 27, 2025 | MAI

EP Wealth Advisors Adds to Southwest Presence Through Acquisition of Better Money Decisions

EP Wealth Advisors Adds to Southwest Presence Through Acquisition of Better Money Decisions

by Katie Copeland | Aug 26, 2025 | EP

Merit Financial Advisors Partners with Global Wealth Advisors, Adding $860 Million in Client Assets

Merit Financial Advisors Partners with Global Wealth Advisors, Adding $860 Million in Client Assets

by Katie Copeland | Aug 19, 2025 | Merit

Merit Financial Advisors Partners with Global Wealth Advisors, Adding $860 Million in Client Assets

Merit Financial Advisors Announces Strategic Partnership with Second Half Financial Partners, LLC First Responders Division to expand its presence in Florida

by Katie Copeland | Aug 8, 2025 | Merit

EP Wealth Advisors Adds to Southwest Presence Through Acquisition of Better Money Decisions

EP Wealth Advisors Expands Presence in Chicago Area with Acquisition of Rappaport Reiches Capital Management

by Katie Copeland | Jul 22, 2025 | EP

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