EP Wealth Advisors snaps up CPIC International
EP Wealth Advisors, a California-based RIA, has strengthened its regional footprint with the purchase of CPIC International. The transaction value…
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HighTower lures $750m team from Morgan Stanley
HighTower Advisors has added a California-based Bahnsen Group, an eight-member team which managed about $750m in assets at Morgan Stanley.
ByCFTC charges California resident Ralph Metters with forex fraud
The U.S. Commodity Futures Trading Commission (CFTC) said that Judge Manuel L. Real of the U.S. District Court for the…
ByPhoenix American launches new fund administration services
Phoenix American Financial Services (PAFS) has launched fund administration services for new investment fund companies operating under SEC rule 506(c).
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