Capital Planning Advisors LLC increased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 3.2% in the fourth quarter, ...

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...

Apollon Wealth Management LLC acquired a new stake in Oxford Lane Capital Corp. (NASDAQ:OXLC – Free Report) in the fourth ...

CEO Ryan Parker says the firm’s aggressive acquisition strategy is driven by the desire to “win the war for talent” and set ...

Prime Capital Financial acquired a $1 billion-asset firm, giving the firm its first presence in the Atlanta area.

A West Coast wealth management firm with about $31 billion in assets under management has made its initial foray into ...

Prime Capital, which rebranded last year, has brought on full-service RIA Sugarloaf Wealth Management’s offices in Duluth and Athens, Ga., marking its first foray into the state. The RIA will keep its ...

Using Core, advisors can introduce their wealth clients to Future Capital’s discretionary management service for held-away retirement assets. Alternatively, they can use Construct to exercise ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...