The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.

Scott Capital Advisors LLC lifted its holdings in NVIDIA Co. (NASDAQ ... investors have also modified their holdings of the ...

FLC Capital Advisors lessened its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 6.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned ...

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 ...

The big risks associated with “parent money,” according to Parrish, are increasing life expectancies along with the spiraling ...

HARRISON, NEW YORK / ACCESS Newswire / February 4, 2025 / Garnet Capital Advisors, a leader in the national loan sale market, ...

Tech-driven registered investment advisor Future Capital has announced an integration ... their ability to deliver comprehensive wealth management," said Mike Row, Chief Revenue Officer of Future ...

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

Nearly 80% of the respondents to a recent advisor survey conducted by the asset management giant Blackstone said they plan to ...

Stone Point replaces Warburg Pincus as the majority owner, with the latter making its majority investment in 2019.

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