Long Run Wealth Advisors LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 12.7% during the fourth quarter, ...

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

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

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

The giant national RIAs are kicking off their 2025 respective deal calendars, with EP Wealth making a landmark expansion in ...

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

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

has announced the acquisition of Criterion Capital Advisors, LLC (“Criterion”) in Nashville, Tennessee. This marks EP Wealth’s first partnership of 2025, its first office in Tennessee ...

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

For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs prioritizing growth have accepted outside investments from third parties, most ...

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