Neumann Capital Management LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.8% in the fourth quarter, according to its most recent filing with the SEC. The fund ...

The deal is expected to close on March 31, 2025; Founded in 1991, Sequoia Financial had more than $22.6 billion in assets under management as of December 31, 2024; Founded in 1987 ...

Kenneth Chavis IV, a senior wealth advisor at Versant Capital Management, is helping to build out the firm’s family office ...

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Arax Investment Partners, which is backed by RedBird Capital Partners, has acquired Cedrus Financial, a Littleton, Colorado-based wealth management and investment advisory firm. No financial terms ...

With 37% of financial advisors expecting to retire within the next decade, rookies are still failing at a 70% clip within ...

Bienville Capital Group, a Metairie-based wealth management firm led by Emmett G. Dupas III, has been named to the ...

The self-described digital family office has also beefed up its leadership team with new roles in engineering, trading, product and finance, after recruiting 30 advisors in 2024.

TULSA, Okla., Jan. 15, 2025 /PRNewswire/ -- Gibraltar Capital Management, a Tulsa-based Registered Investment Advisor (RIA), announced today the acquisition of Miller Equity Capital Advisors ...