Articles tagged "Derek Holman"
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
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