The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegie’s employee headcount by more than 25%.
Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...
The Florida-based Payant Wealth Management Group, which used an Osaic broker/dealer for brokerage business, has come under the firm’s corporate RIA.