Independence-based registered investment advisor MAI Capital Management announced Wednesday, Aug. 27, that it is acquiring Los Angeles-based Evoke Advisors, the latest in a string of such deals in the ...

The deal in Maryland adds a decades-old planning practice, led by a father-son tandem, to MAI Capital Management's network ...

Only about a quarter of financial advisors say they are good at acquiring clients – and not having a strategy in place stifles the growth of their business, according to a study issued today by ...

The acquisition of Planning Capital marks Waverly’s 20th transaction since securing an investment in December 2021 from Wealth Partners Capital Group and HGGC’s Aspire Holdings platform Planning ...

The Anfield announcement caps a year of significant growth for Horizon. In 2025, the firm refreshed its brand, launched a 12-fund ETF suite, and completed the acquisition of New York--based equity ...

Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and retirement, as it advocates for ...

Waverly Advisors, LLC (“Waverly”), a federally registered investment adviser (“RIA”) that specializes in investment management, financial planning and wealth management solutions for a diverse group ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the high growth mega cap stocks you can buy and hold for the next 3 years. During the first quarter, Advisors Capital Management LLC increased its ...

CHATTANOOGA, Tenn.--(BUSINESS WIRE)--Future Capital, a tech-enabled registered investment advisor (RIA) specializing in personalized retirement solutions, today announced the launch of Construct, an ...

Edelman’s lawsuit claims Prime Capital’s allegedly improper recruiting efforts have resulted in the loss of nearly $1.5 billion in assets under management.