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Latest Breaking News On - Patrick goshtigian - Page 2 : comparemela.com
RIA Roundup: Concurrent Launches New Hybrid Platform
Restructured launches, acquisitions and affiliations were all announced in the RIA landscape this week, as some key people moves.
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EP Wealth Advisors President Ryan Parker Becomes CEO
Parker, who s replacing Patrick Goshtigian, previously led wealth management at Citizens Bank and was CEO of Edelman Financial.
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Advisory M&A | PLANADVISER
Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.
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RIA Roundup: EP Wealth Buys Lehman & DeRafelo Financial Resources
EP Wealth scooped up a $1B firm in its 2nd acquisition of the year, while almost $900 million in assets changes hands in four other deals announced this week.
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EP Wealth Advisors launches scholarship to promote diversity in financial services
The grant program offers financial support and mentoring opportunities for those seeking a Certified Financial Planner certification.
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