LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to ...

RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.

MAI Capital Management, a registered investment advisory firm headquartered in Cleveland, has partnered with global fintech platform iCapital, aimed at scaling its custom alternatives investment ...

MAI Capital Management has made another substantial acquisition, buying Halpern Financial, a registered investment advisory firm with $1.2 billion in assets under management. Halpern maintains ...

MAI Capital Management is making moves in the Eastern US as it acquires a storied fee-only independent RIA. On Monday, MAI announced its acquisition of Halpern Financial, which boasts $1.2 billion ...

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals ...

MAI Capital Management marks yet another acquisition with the roll up of Harbor Wealth Management, a women-founded firm in Colorado with offices in Boulder and Denver. Financial terms of the deal were ...

MAI Capital Management has announced the acquisition of Traverso Chambers Private Wealth Management of Santa Rosa, California, in what amounts to its third deal this month. With approximately six ...

MAI Capital Management today announced the acquisition of Traverso Chambers Private Wealth Management, a Santa Rosa, Calif.-based firm with $549 million in assets under management. The deal is the ...