Savant Wealth Management has acquired APC Financial Planning, a 50-year-old Knoxville, Tenn.-based registered investment advisor with about $498 million in assets under management.

When I turned 21, my grandfather gave me money as long as I see a financial advisor with him and invest. It's the best gift I ...

Howard Silver is a financial advisor in Tequesta, FL. He has been in practice for 7 years, the last 4 years at Newedge Advisors, Llc (formerly: Gwm Advisors, Llc). Financial Planning • Portfolio ...

Franklin Clark is a financial advisor in Safety Harbor, FL. They have been in practice for 22 years, the last year at Osaic Wealth Inc. Financial Planning • Portfolio Management for Individuals or ...

Discover nine essential ways AI helps financial advisors enhance client services, optimize portfolios, assess risks, and streamline operations effectively.

The Top 75 Firm has acquired Scheidel, Sullivan & Lanni CPA, while its subsidiary, Sax Wealth Advisors, acquired Sierra ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

Under Armour, W.R. Berkley, and Gabelli Healthcare & WellnessRx Trust have seen some huge insider purchases to start the year ...

HARRISBURG — Mid Penn Bancorp Inc. has completed its acquisition of Cumberland Advisors Inc., an investment advisory firm ...

Sodali, which offers advice on mergers, proxy solicitations and handling activist investor campaigns, hired a veteran defense banker and a senior public relations executive, the firm said, as ...

Hubly, a powerful workflow management platform that provides efficiency and visibility to registered investment advisors ...

Edelman Financial Engines offers comprehensive wealth planning services, with investment options tailored to each client. Many or all of the products on this page are from partners who compensate us ...