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Elwyn’s $1 Billion Merger with Merakey Falls Through
Lafayette Hill’s Merakey had announced a merger with Elwyn, a Delaware County nonprofit, but according to Behavioral Health ...
Financial Planning3d
Raymond James' Elwyn wants to retain advisors, not detain them
The president of the firm's Private Client Group also discusses why advisor headcounts don't mean much anymore and how private equity owners of wealth management firms may have trouble realizing their ...
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Elwyn CEO Charles McLister in Media Makes Admired CEO Series
Philadelphia Business Journal recognized Elwyn CEO Charles McLister as one of its most admired CEOs in 2024. The resolute CEO, originally from Pittsburgh, has headed the Media-based nonprofit for ...
Financial Advisor IQ6d
How RIAs' Private Equity Story Ends 'Very TBD:' RayJay Exec
Raymond James' Tash Elwyn said there's "going to be a price to pay" in the RIA space for the valuations bestowed on selling firms in recent years by hungry private equity players.