Linscomb Wealth (LW), a Houston-based wealth management firm offering holistic investment and financial planning services and ...
Atria Wealth Solutions, parent company of Next Financial Group, will lay off 55 employees in the area this summer, according to a notice filed with the Texas Workforce Commission last week. The ...
Also, Wells Fargo's recruitment rolls on with a billion-dollar-plus group from Commonwealth while LPL adds an Ameriprise team ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The deal adds about $300 million ...
HOUSTON, Nov. 19, 2024 /PRNewswire/ -- On Tuesday, Tanglewood Total Wealth Management®, a comprehensive wealth management firm in Houston, announced that it was named one of the top Registered ...
The acquisition brings $187 million in assets and a team with a boutique approach to working with ultrawealthy families.
Cresset, a multi-family office and wealth manager with over $235 billion in assets under management and advisement, has expanded its presence in Houston with the addition of a team from Bernstein ...
To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Cresset, which first expanded to ...
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