Business Wire

EP Wealth Advisors Announces Acquisition of Dallas-Based Sloan Investment Management, LLC

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, announces the ...
WealthManagement.com

Tim Sloan Is Not Turning Around Wells Fargo

(Bloomberg Opinion) --What’s the appropriate board gift for a CEO’s two-year anniversary? If you’re Tim Sloan at Wells Fargo & Co., the correct answer is a short leash. Sloan took over the CEO role in ...
Financial Planning

For embattled Wells Fargo, wealth management is a bright spot

Wealth management profits rose 12% at Wells Fargo, providing a small measure of relief to a bank buffeted by scandal The scandal involving employees allegedly opening unauthorized accounts on behalf ...
Business Wire

MIT's Sloan School and Dynasty Financial Partners Launch "Advisor to CEO Program" to Help Independent RIA Leaders Grow Best-in-Class Advisory Firms

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners and MIT Sloan School of Management announced today that they are launching an executive education program exclusively for fully ...