Kennedy Zak

EP Wealth Advisors continued its national expansion with the recent acquisition of CornerCap Investment Counsel in Atlanta, marking the Torrance-based advisory firm's fourth transaction of the year and 33rd since 2017.

Esmeralda Hernandez learned to hustle at an early age. Having immigrated to the U.S. from Mexico at nine years old, she wasted no time diving into the

Poppy Bank, a community bank based in Santa Rosa, opened its first stand-alone branches in Los Angeles County last month in Santa Monica and Calabasas,

Lido Advisors, a Century City-based wealth advisory firm, recently acquired registered investment advisory firm Pegasus Partners in Wisconsin, which

A fter Communify acquired Fincentric in August, the newly combined Communify Fincentric , based in Santa Monica, launched its new and improved wealth management solutions utilizing the expertise of each entity.

PNC Bank, headquartered in Pittsburgh, is continuing its efforts to expand in the region. These efforts include a recent partnership launch with a local

Downtown-based investment firm Capital Group has partnered with KKR , an investment firm headquartered in New York, to create a new kind of investment solution combining public and private markets.