These top robo-advisors charge low fees but still offer high-quality features, including automated portfolio rebalancing, exposure to a range of asset classes and financial planning tools.

Bryant Woods Investment Advisors LLC lowered its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 4.5% during the 4th quarter, ...

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.

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.

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 ...