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Inheriting A Parent s House: First-Hand Lessons

Bankrate senior writer Linda Bell inherited her mother’s home when she passed away. She shares six lessons she learned along the way.

United statesNew yorkNorth carolinaLeila evansJulie kesslerAllison dolzaniLinda bellMoniqued hayesFederal reserve bankGoogle reviewsSenior writerSouth floridaEstates made easy

US in the news: Merchant IM buys stake in global family office

A round-up of people moves and M&A deals across North America

United statesPuerto ricoRio de janeiroEstado do rioNew brunswickBeverly hillsSan franciscoAndrew miesScott wilmothRaymond thompsonDaniel genslerJohn donahooCiti asesoresPeder schmitzAlex washburnLeila evans

MAI Capital acquires $578 million RIA - InvestmentNews

MAI Capital Management, an RIA managing$12.2 billion, has acquired Queens Oak Advisors, a North Carolina-based RIA managing $578 million.

United statesDeems mayLeila evansPlayer associationQueens oak advisorsNorth carolina basedGalway holdings

MAI Capital expands to Charlotte with Queens Oak Advisors acquisition

MAI's roll-up of the boutique wealth manager adds six employees, about $558 million in assets under management and a new presence in North Carolina to the firm.

United statesNorth carolinaRick buoncoreDeems mayLeila evansGalway insurance holdingsPlayer association representativeWealth partners capital group of floridaQueens oak advisorsGreater charlotteQueens oakAssociation representativeWealth partners capital groupWealth partnersNorth cantonHochman cole investment advisors

MAI Capital Purchases Queens Oak

MAI Capital Purchases Queens Oak
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