US RIA EP Wealth Advisors appoints new COO
Financial Services
Captrust acquires $5bn RIA Boston Financial Management
BFM becomes the sixth firm in the state to join Captrust over the past five years.
Syz Capital names new business development and investor relations head
Wealth-tech Zeplyn lands $3m seed investment
Mercer Advisors adds around $1.7bn in assets with double deal
Waverly Advisors acquires Ohio RIA Buckingham Advisors
DWS Group appoints new global CIO
