Articles tagged "EP Wealth Advisors"


HeadlinePublish date

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 — 4:09 AM UTC

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 — 5:22 AM UTC

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 — 3:10 AM UTC
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