Tag:
financial advisory
News
CRC-Oyster Expands Broker-Dealer Compliance Footprint with Acquisition of Modern Regulatory Services
In a strategic move to address the escalating demand for highly specialized financial operations expertise, full-service financial advisory and consulting firm CRC-Oyster has acquired...
News
Cerity Partners Enters Oregon With Cordant Wealth Partners Merger
Cerity Partners, a top independent national wealth management and financial advisory firm, has made public that they have decided to merge with Cordant Wealth...
News
Wealth Enhancement Strengthens Advisory Business With Kaminsky-Silverman Acquisition
Wealth Enhancement, a leading national independent wealth management firm, has announced a definitive agreement to acquire the Kaminsky-Silverman Group of Shufro Rose in New...
