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Articles tagged "EP Wealth Advisors"


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Jim Mocci: I'm absolutely a data driven marketer.

After Fisher Investments leapt from $65 billion to $200 billion of AUM with him as a lead brand manager, Jim Mocci jumps ship to $15 billion RIA with a playbook to reach $50 billion

The Salt Lake City executive helped feed the creative engine that powered gargantuan organic growth at Fisher Investments, with data derived from the investors themselves

June 21, 2022 at 1:48 AM

James Poer: That's why we're partnering with Fidelity -- because of what they bring to the table.

Fidelity follows Schwab's lead on hybrid advisors -- and four other items of RIA interest

Both big custodians like NFP as a partner; in other news, Morningstar warms to alternatives, EP makes a hire, JHS gets bigger by 75

March 13, 2012 at 4:09 AM

Derek Holman: We had grown to the point where the business took up most of the day.

Looking for a second growth spurt, a billion-dollar-plus RIA hires away a Nuveen global ops man

Patrick Goshtigian, new president of EP Wealth Advisors has taken over back-office operations from its founders and is also heading up its expansion efforts

February 10, 2012 at 5:22 AM

David Selig: I’ve had numerous confidential conversations with other large RIAs who are considering buying themselves back from holding companies.

RIAs reveal their M&A war stories with 200 Schwab IMPACT attendees

Panelists discuss pitfalls to avoid if you're thinking of selling your RIA

November 7, 2011 at 3:10 AM

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