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Merit Financial Advisors acquires Oregon’s Roth Asset Management
The acquisition marks Merit’s 30th since it received a minority investment from Wealth Partners Capital Group. Credit: Pro.Sto/Shutterstock. Atlanta, Georgia-based …
Rothschild & Co appoints Patrick Eisenring as new CFO for its Swiss Wealth Management business
Christian Bouet, CFO of Rothschild & Co’s Wealth and Asset Management, who has also been CFO of Rothschild & Co …
5 top tips to reflect on your finances at the end of the year: experts
Wealth management, banking and finance concept. Smart banking with technology. D3sign | Moment | Getty Images The end of the …
Perigon Wealth Management Onboards $170 Million Harrigan Group Team
Perigon Wealth Management – a rapidly growing independent wealth management firm with offices across the country and about $8.2 billion …
Cerity Partners Welcomes Fishman Block + Diamond, LLP
The addition of Fishman Block + Diamond will add to Cerity Partners’ existing tax and accounting offerings for high-net worth …
Wells Fargo Snags Two UBS Teams Managing $625 Million Combined in NJ
Wells Fargo Advisors last week reeled in two Paramus, New Jersey-based teams from UBS Wealth Management USA that managed $625 …
Cetera Welcomes Lighthouse Credit Union
New England-based credit union with 88-year legacy to partner with Cetera Financial Institutions to grow and deliver member-focused investment program …
Republic Capital Group Advises Fishman Block + Diamond, LLP on Combination with Cerity Partners
This combination brings Fishman Block + Diamond, LLP’s sophisticated tax advisory capabilities to Cerity Partners NEW YORK and DALLAS and WEST …
Cerity to Acquire California Accounting Firm
Cerity Partners, a New York-headquartered registered investment advisor with $103 billion in assets under management, has announced plans to acquire Fishman …