LOUISVILLE, Ky. & WICHITA, Kan.--(BUSINESS WIRE)--Broker/Dealer and registered investment advisor Private Client Services™ (PCS) announced today the addition of 6 Meridian LLC, an SEC registered ...

Omaha, Neb., Aug. 11, 2025 (GLOBE NEWSWIRE) -- Carson Group, a leading wealth advisory firm with over $45 billion* in assets under management (AUM), is expanding its offerings for advisors with the ...

Carson Group has rolled out a new suite of offerings designed to help its advisors attract and retain high-net-worth clients. The Omaha-based RIA, which manages more than $45 billion in assets, said ...

LPL Financial plans to roll out a new service for its financial advisors next month that will provide them with access to a slate of services that have been in demand from their high-net-worth clients ...

NEW YORK--(BUSINESS WIRE)--Davis+Gilbert LLP has added prominent trusts and estates lawyer Herbert E. Nass as a partner in the Private Client Services practice. Nass will co-chair the practice ...

Edward Jones will begin offering access to alternative investments through a unit it recently started that provides private client services. The St. Louis-based firm announced a partnership with CAIS, ...

"Western Alliance is a top-performing, $85+ billion national bank that is known for our outstanding, personalized service and ...

First Tennessee Bank on Thursday said it has recently grown its private client services group, recruiting three vice presidents from Bank of America and PNC Bank. Shelby McFadden has joined First ...

NEW YORK, Dec. 2, 2010 (GLOBE NEWSWIRE) -- City National Bank announced today it has hired New York banking veteran Mimi Kidd as a vice president in its Private Client Services Division. (For an image ...

The Minister for Financial Services and Gaming, Nigel Feetham, hosted a high-profile event at the Royal Automobile Club on ...