D.C. Area Halpern Financial Acquired by MAI Capital Management
MAI Capital Management has expanded its reach with the acquisition of Halpern Financial, a registered investment advisory firm managing $1.2 billion.
Recent
Cerity Partners Acquires Denver-Based Janiczek Wealth Management
Cerity Partners continues to expand with the acquisition of Janiczek Wealth Management, a Denver-based registered investment advisory firm.
Citigroup Faces Scrutiny From Senator Elizabeth Warren
Citigroup, long beleaguered by challenges in risk management and regulatory compliance, faces renewed scrutiny from Sen. Elizabeth Warren.
Schwab's CEO To Retire After Contributing to Firm's Rapid Growth
After contributing to massive growth of the brokerage firm in the last 16 years, Charles Schwab’s CEO, Walt Bettinger, is ready to step down.
Wealth Enhancement Group Acquires FinTrust Capital Advisors
Wealth Enhancement Group (WEG) has acquired FinTrust Capital Advisors, a significant registered investment advisory firm in South Carolina.
Millennium Management Has Built Its Success On One Straightforward Approach
Millennium Management, a $69 billion hedge fund, has built its success on one trading approach: quickly cut losses on underperforming stock positions.
Russian Court Freezes Funds Of US Banks JP Morgan And Mellon
The Moscow Region Arbitration Court froze funds of the U.S. Bank of New York Mellon as well as funds of JP Morgan Chase held by its Russian affiliate.
