EPIC expands Midwest footprint with fourth-generation family-owned firm, strengthening Private Client practice for high-net-worth families and businesses “We chose EPIC for its alignment with our ...

The 2024 Best in KLAS report was published this week, ranking vendor performance across multiple categories based on evaluations from their own provider and payer clients. Epic – for the 14th year in ...

Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...