The former president of Dealer Specialties and Dealer Specialties International has a new executive position. On Monday, ...
Wealth Enhancement, a national independent wealth management firm dedicated to enriching clients' lives, has announced that it will join forces with Marcum Wealth, an independent RIA headquartered in ...
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CBiz to acquire Marcum in $2.3-billion deal, forming seventh-largest US accounting firmThis strategic move will create the seventh-largest accounting firm in the US, with combined annual revenues of $2.8 billion. The merger represents a significant step for CBiz, positioning it as a ...
Wealth Enhancement Group, a private equity-backed national wealth management firm headquartered in Minneapolis, is expanding its Midwest footprint and marking a foray in the Cleveland market with the ...
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