Acquisition adds $366 million to MAI's AUM while expanding its footprint in the Mid-Atlantic MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to ...

For seven years running, Capital Wealth Advisors has maintained its presence on the Inc. 5000 list, an accomplishment that further solidifies its position as a leader in the financial advisory ...

The public can get involved by volunteering at any of the distributions and/ or by purchasing a meal for a family in need.

Focus Partners Wealth has launched a new portal for some advisors and clients, aiming for full access for the $96 billion ...

Organizers said the goal this year is to distribute a record 9,000 turkeys, which would help feed about 8,200 people and ...

Jason Gordo, whose firm Modern Wealth grew to $10B AUM with PE backing, argues the industry has benefited from PE investment ...

The acquisition adds more than $4 billion in assets under management to United Capital, an affiliate of Creative Planning.

More wealth managers are billing themselves as 'family offices' as clients request services formerly reserved for the ...

Woodring | LeRoy Capital Advisors opened a Rochester area office, blending local roots with national resources.

The Great Wealth Transfer will not only reshape the country’s financial landscape, but will also transform the wealth and investment management industry. Eighty-one percent of next-gen high-net-worth ...