Fiera Capital pays $125M for Bel Air Investment Advisors, also buys N.Y. manager Wilkinson O'Grady.
Montreal-based Fiera Capital Corp. said last Tuesday that it had reached an agreement to acquire Los Angeles-based Bel…
Acquires $1.5B team from J.P. Morgan Securities.
45-year veteran based in New Jersey jumps from Morgan Stanley.
UBS gains a 45-year veteran adviser with $4.8 billion in assets from Morgan Stanley. Dan Jamieson reports.
Change affect small number of advisers but catches some off guard
Top producer served pension funds, endowments, foundations, retirement plans.
Staples seeks to get more involved in securities regulation.
RIAs continue to surge while full-service brokerage firms sputter
New partnership has $400 million in assets, more than 200 clients.
