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 ...

The acquisition complements Tocqueville’s blended client base of institutional and ultrahigh-net-worth retail investors.

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

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the ...

Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. For the second consecutive year, U.S.

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 ...

Armbruster Capital Management Inc. is on track to hit $1 billion in managed assets this year, due, in part, to significant ...