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

Benchmark Financial Wealth Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by ...

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

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 ...

Former First Republic executive Dave Breslin has been quietly building General Catalyst’s wealth business over the last year ...

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

Lower interest rates over the next several years will stifle net interest income growth. The company may have a greater opportunity to recruit advisors as it fills holes in its geographic footprint ...

The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

SignatureFD wants to stay independent yet be competitive with investor-backed firms writing big checks, its CEO says.

The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.

Morningstar, Inc. (Nasdaq: MORN) and SS&C Technologies, Inc. today announced an agreement that will make SS&C's Black ...

As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...