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

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 ...

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.

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 ...

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 ...

U.S. Capital Wealth Advisors LLC cut its stake in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) ...

In the next decade, more than 111,500 financial advisors — representing one-third of the workforce and assets under ...

Dan Kerrigan, a financial advisor at Kerrigan Capital and Risk Management in Valdosta, recently announced that his ...