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

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

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 ...

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.

"The only way that I would describe it is essentially financial planning on steroids," says Brunel, who works at Matter ...

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 ...

Armbruster Capital Management Inc. is on track to hit $1 billion in managed assets this year, due, in part, to significant ...