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

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 ...

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, 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, a fee-based registered investment advisor in Cleveland that specializes in serving professional athletes and entertainers, said it has expanded its footprint in Ohio and ...

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

Registered investment adviser MAI Capital Management has announced the acquisition of a financial management firm near Washington, D.C. Terms of the acquisition of Potomac, Maryland-based Wiener ...

A ribbon-cutting ceremony, a lion dance performance and activities for kids marked last July’s highly anticipated opening of Hoa Mai Park, built on a former parking lot in Seattle’s Little ...

When Hoa Mai Park was opened in the Chinatown-International District, the city of Seattle celebrated it as a response to a community that “has dreamed about a green and open space for the ...

MAI Capital Management, a Cleveland, Ohio-based registered investment adviser managing $14.4 billion, has acquired Winfield Associates, an RIA firm managing over $368 million also based in Cleveland.

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 ...