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Transcripts For BLOOMBERG Bloomberg Surveillance 20140715

Andness inventories earnings. Scarlet is going to be busy today. Sachs at 7 30. Johnson johnson at 8 00. After the bell, yahoo , intel. David wilson suggesting next week is busier than this week. A couple of items to note. Today testimony begins. Virginia, at 11 30, president obama will be speaking on the economy. One other thing. Baseball. The kids it should be able to watch it. We have to be in bed early to get up at this crazy our. We have a lot. 10 year yield does nothing. Hydrocarbons, quite stable. The equity markets off of wells fargo, a terrific move. Dow, a Certain Authority to it. Up six dollars right now. A pullback the last couple of days. Here at the 1300 level. We have rolled over a little bit , away from the moment for the gold bulls. That is a quiet for the Asset Classes correlated yesterday. Equity markets moved up. Gold locked in with the equity. Equities ....

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MAI Capital Management to Acquire HW Financial Advisors


Press release content from Business Wire. The AP news staff was not involved in its creation.
MAI Capital Management to Acquire HW Financial Advisors
January 26, 2021 GMT
CLEVELAND (BUSINESS WIRE) Jan 26, 2021
MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, has entered into an agreement to acquire HW Financial Advisors (“HWFA”). The partnership extends MAI’s presence in the Greater Cleveland area and will further enhance the firm’s depth of holistic wealth management capabilities.
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HWFA, an affiliate of Beachwood, Ohio-based accounting firm HW&Co., was established more than 20 years ago with the mission of delivering comprehensive wealth management, goals-based planning and innovative investment solutions for its clients. HWFA’s president Stephen Rudolph, CPA, MBA, who was an MA ....

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MAI Capital Buys $700M in AUM HW Financial Advisors


MAI Capital Buys $700M HW Financial Advisors
MAI Capital was one of the most active RIA acquirers in 2020, leading a charge for mid-size firms.
Cleveland, Ohio–based MAI Capital is acquiring HW Financial Advisors, an affiliate of accounting firm Howard, Wershbale & Co (HW&Co) in Beachwood, Ohio. MAI Capital made the announcement Wednesday.  
HWFA will continue its relationship with HW&Co but under the new management of MAI Capital, according to the announcement.
HWFA is a 20-year-old registered investment advisor managing $700 million in client assets and headed by Stephen Rudolph, who formerly worked with MAI in the 1990s. Rudolph will become a managing director at the close of the deal sometime in the first quarter. ....

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