EP Wealth Advisors, a Torrance, California-based registered investment adviser managing $13.3 billion, has acquired Mindful Money, a Berkeley, California-based firm managing $346 million.
Jonathan DeYoe founded DeYoe Wealth Management, which did business as Mindful Money, in 2001. He has become a senior vice president of EP Wealth and has been joined in the move by three other advisers and four support staff.
Complementing their advising services, DeYoe’s team also manages a series of digital financial education programs, which launched in 2021. The programs are available to the public and are complimentary for current wealth management clients. The classes will remain available online under the Mindful Money brand.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
