The 7 Best Fidelity Mutual Funds to Buy and Hold
Fidelity 500 Index Fund "Savvy investors understand the importance of keeping your costs low and your options open, and Fidelity funds have bec ...
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Carnegie expands with Eagle Ridge Investment Management acquisition
Carnegie Investment Counsel (Carnegie), a registered investment adviser (RIA) with approximately $5bn in assets under ...
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Wealth Enhancement Buys Oregon RIA With $618M AUM
Serial acquirer Wealth Enhancement Group (WEG) has acquired Capstone Wealth Advisors, a Salem, Ore.-based firm with more than $618 million in assets under management according to a news release. The ...
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Carnegie Investment Counsel Adds $1.3B Firm To Expand In Northeast
The deal to add Connecticut-based Eagle Ridge Investment Management boosts Carnegie’s employee headcount by more than 25%.
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Wealth Enhancement Buys Oregon RIA With $618M AUM
Last year, it completed 12 transactions, according to New York City-based investment bank Berkshire Global Advisors. Founded in 1997, the firm provides financial planning and investment management ...
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Carnegie Investment Counsel Acquires $1.3B AUM Eagle Ridge Investment Management
Berkshire Global Advisors served as financial advisor, and Alston & Bird acted as legal counsel to Eagle Ridge Investment Management in the transaction. Carnegie Investment Counsel was advised by ...
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Northern Trust Forecasts Moderate Global Equity Returns, Solid High Yield Bond Performance and Strength in Private Credit
CHICAGO & LONDON– (BUSINESS WIRE)–Northern Trust today issued its Capital Market Assumptions 2025 Edition, forecasting moderate global equity performance, improving high yield bond returns and ...