SAN FRANCISCO & SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Parallel Advisors, LLC (“Parallel”), a registered, independent wealth management firm, today announced a recapitalization of the firm led by ...

Emigrant Partners, a business arm of New York Private Bank & Trust subsidiary Emigrant Bank, took a non-voting minority stake in Parallel Advisors, a San Francisco-based wealth management firm with $3 ...

After nearly doubling in size in less than three years, a major registered investment advisor has a new private equity backer and a new asset management arm. Processing Content San Francisco-based ...

Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and tax profession for more than 13 years, working with individuals and a ...