Ares Capital is a business development company (BDC) that provides capital to middle-market companies with $10 million to ...

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 ...

More choice in remotely managing heldaway retirement assets, Orion announces numerous updates at annual conference, Smarsh ...

His post sparked widespread discussion, with many agreeing with his stance. Some, however, proposed a more measured approach. One user on X argued that while lower capital gains tax could attract ...

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

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...

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

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

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

Advisors say they are watching these changes closely, making portfolio adjustments where needed and generally reassuring ...