Affinity Wealth Management LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 0.8% in the 4th quarter, according ...

Apollon Wealth Management LLC grew its holdings in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 10.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor ...

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

We are maintaining our fair value estimate for LPL Financial of $357. Our fair value estimate correlates to a price/forward adjusted earnings multiple of 20 times and an enterprise value/EBITDA ...

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.

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...

Emigrant Partners invests in $2.8 billion in Principle Wealth, and Choreo hires for a new role of people chief.

Artificial intelligence will bring major upheaval to wealth management, a Microsoft executive said, as the technology's ...

The U.S. News Financial Advisor Finder can help you narrow down the best financial advisors in the Greensboro, North Carolina area. Greensboro has up to 578 advisors to choose from and using our ...

Here are seven common traits tech executives have and themes they use to help them build and manage their investment ...

The wealth management firm, which has offices in Albany and Saratoga Springs, has grown to having more than $4 billion in ...

Evan Schmidt and Dominic Hubert of Schmidt Financial Mgt. are recognized as Top Advisors by Investment News for managing ...