Novare Capital Management LLC trimmed its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 0.4% in the fourth quarter, HoldingsChannel reports. The fund owned 131,413 shares of the e-commerce giant’s ...

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

The acquisition complements Tocqueville’s blended client base of institutional and ultrahigh-net-worth retail investors.

We are maintaining our fair value estimate for LPL Financial of $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 20 times and an enterprise value/EBITDA ...

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 ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...

The president may be the same as he was before, but circumstances are different this time around – and there are some lessons ...

Exploring innovative strategies, seamless integration, and the transformative impact of Islamic asset and wealth management ...

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

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