See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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EP Wealth CEO Patrick Goshtigian says the acquisition of Salt Lake City-based RIA Insight Group is another step toward his goal of becoming a "top 10" wealth management brand.
The four advisors are joining Pinnacle Financial Partners, which is affiliated with the large broker/dealer, and will serve clients in states that include Virginia, Georgia and the Carolinas.