Inheriting A Parent's House: First-Hand Lessons
Bankrate senior writer Linda Bell inherited her mother’s home when she passed away. She shares six lessons she learned along the way.
Source: bankrate.com
Leila Evans News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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US in the news: Merchant IM buys stake in global family office
A round-up of people moves and M&A deals across North America
Source: international-adviser.com
MAI Capital acquires $578 million RIA - InvestmentNews
MAI Capital Management, an RIA managing$12.2 billion, has acquired Queens Oak Advisors, a North Carolina-based RIA managing $578 million.
Source: investmentnews.com
MAI Capital expands to Charlotte with Queens Oak Advisors acquisition
MAI's roll-up of the boutique wealth manager adds six employees, about $558 million in assets under management and a new presence in North Carolina to the firm.
Source: crainscleveland.com