The deal, which is expected to close in the third quarter, will create a $24 billion AUM RIA.
Sloan Investment Management is the third acquisition this year for Torrance, Calif.-based EP Wealth.
Jim Zack and Amanda Zack launched the Zack Wealth Group in Washington, D.C.
A Finra panel rejected Candido Viyella's claims he was wrongfully terminated and defamed.
First Summit Capital Management is led by Thomas Cooney and includes former baseball player Mark Freed.
The firm collaborated with MIT to train first-time executives on how to run their businesses.
They prefer to invest in crypto, alternatives and real estate.
The Brown-Brinkley Group is the second team to join RBC from Truist in recent weeks.
James McDonald was wanted by the FBI for allegedly defrauding his clients out of millions of dollars.
These cities saw the highest growth between 2017 and 2022 in adults 65 and older, according to GoBankingRates.
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