$36B EP Wealth Issues $400M Loan, $100M Credit Facility

Published on September 25, 2025

The proceeds will be used to pay down existing debt and finance future acquisitions, ratings agencies S&P Global Ratings and Moody's stated.

Continue reading on website
Other news

10 Dividend-Growth Stocks That Are Cheap Now: Morningstar

September 25, 2025
Companies that regularly increase dividends tend to have competitive advantages that bolster them in economic downturns.      Related Stories10 Fastest-Growing Wealth MarketsTop 15 Metro Areas to Find Prospects Near RetirementThe Worst RMD Mistakes Clients Made: Advisors' Advice

Husband of Deceased Raymond James Advisor Gives Up Laptop

September 25, 2025
The lawsuit is ongoing, as the court dismissed Raymond James’ motion for expedited discovery this week.