EP Wealth Advisors Announces Acquisition of Dallas-Based Sloan Investment Management, LLC

by Katie Copeland | Jul 1, 2024 | EP

Waverly Advisors Acquires Derbend Asset Management

by Katie Copeland | May 21, 2024 | Waverly

MAI Capital Management Acquires Harbor Wealth Management

by Katie Copeland | May 6, 2024 | MAI

Apella Wealth Expands East Coast Presence with Addition of ClearLogic Financial, Inc.

by Katie Copeland | Apr 16, 2024 | Apella

Waverly Advisors Acquires McShane Partners

by Katie Copeland | Apr 9, 2024 | Waverly