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

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

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...

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

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 ...

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

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

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

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 ...

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 ...