Torrance, Calif.-based EP Wealth Advisors, a national RIA with $32 billion in AUM, has acquired NBS Financial Services, EP Wealth announced Wednesday. The move expands EP Wealth’s office in Westlake ...

Dallas-based independent broker-dealer Prospera Financial Services has launched a new program that provides advisors with various levels of assistance from para-planners, the firm announced Wednesday.

“One of the first calls a person should make after a job loss is to the advisor. It is our job to know the client’s choices in a situation like that. It is particularly important if the client is near ...