HOUSTON — Dozens of local employees will be laid off from a wealth management firm’s Houston office. New York-based Atria Wealth Solutions filed a Worker Adjustment and Retraining Notification (WARN) ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Atria Wealth Solutions will let ...

Atria Wealth Solutions, parent company of Next Financial Group, will lay off 55 employees in the area this summer, according to a notice filed with the Texas Workforce Commission last week. The ...

HOUSTON, July 29, 2025 /PRNewswire/ -- Linscomb Wealth, a Houston-based wealth management firm offering holistic investment and financial planning services and Cadence Bank (NYSE: CADE) subsidiary, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The deal adds about $300 million ...

HOUSTON, Nov. 19, 2024 /PRNewswire/ -- On Tuesday, Tanglewood Total Wealth Management®, a comprehensive wealth management firm in Houston, announced that it was named one of the top Registered ...

Founded in 1971, the Houston-based firm reflects on its origins as a fiduciary pioneer while building the next chapter of holistic wealth management. For more than five decades, Linscomb Wealth has ...

Arax Investment Partners, a wealth management platform backed by private equity firm RedBird Capital Partners, has acquired U.S. Capital Wealth Advisors, a hybrid broker/dealer and registered ...

Building a successful business can create significant wealth, but it can also create financial complexity that's difficult to manage alone. For many entrepreneurs, personal net worth is closely tied ...