Torrance, Calif.-based EP Wealth Advisors, a national RIA with $32 billion in AUM, has acquired NBS Financial Services, EP Wealth announced Wednesday. The move expands EP Wealth’s office in Westlake ...

“One of the first calls a person should make after a job loss is to the advisor. It is our job to know the client’s choices in a situation like that. It is particularly important if the client is near ...