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

The good news for next-generation financial advisors is that valuations of registered investment advisor firms are at a ...

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

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

Fintech platform interVal has also introduced a new feature to help advisors support entrepreneurial business owner clients ...

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. For the second consecutive year, U.S.

Chris Procaccini is joining hedge fund Millennium Management as a senior portfolio manager.

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 ...

Tocqueville will take over two Poplar Forest mutual funds and absorb most of the firm's staff, company officials said.