U.S. Capital Wealth Advisors LLC bought a new stake in Amdocs Limited (NASDAQ:DOX – Free Report) in the 4th quarter, ...

U.S. Capital Wealth Advisors LLC purchased a new stake in Nio Inc – (NYSE:NIO – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 12,088 shares of ...

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

His post sparked widespread discussion, with many agreeing with his stance. Some, however, proposed a more measured approach.

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

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

Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...

The firm founded by serial fintech entrepreneurs aims to capitalize on its rise to leadership with continued innovation and ...

Empower, the country’s second-largest retirement plan recordkeeper by assets, has built up a staff of 1,000 advisors in recent years to provide wealth management services to individuals, including the ...

For registered investment advisor firms in 2025, that is the question. To date, the overwhelming majority of large RIAs ...

The president’s actions are generating plenty of headlines. Here’s what financial advisors and their clients think.

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