Plenty, a finance app for couples, shifted from subscriptions to an investment advisory fee-based model to differentiate from ...

In a strategic move, Hoxton Wealth has integrated SnapTrade, a Y Combinator-backed company specializing in connecting retail ...

The Forbes 2025 list recognizes top women wealth advisors across the country. MCLEAN, VIRGINIA / ACCESS Newswire / February 18, 2025 /Wendy Ann Payne, CDFA®, CEP®, of Centurion Wealth Management has ...

Klay, a global boutique financial services firm specializing in wealth management, multi-family office, corporate advisory ...

Legacy Wealth Management LLC MS reduced its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 6.5% during the fourth quarter, Holdings Channel reports. The firm owned 69,166 shares of the iPhone ...

Kingsview Wealth Management LLC bought a new position in shares of Kohl’s Co. (NYSE:KSS – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund ...

Not only is New Jersey home to some of America’s ultra-rich, but many billionaires grew up in the Garden State.

Bitcoin (BTC) reserve has become a growing trend in the United States, with twenty states pushing legislation to establish a ...

The top US merger banker last year was a woman. Meet her and 19 other dealmakers who dominated the M&A rebound, from Goldman ...

Frisco voters have two city council seats and three Frisco ISD races on their May ballots. There's also a bond election for ...