LPL Financial LLC announced today that eight financial advisors with Horizon Capital Advisors have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms.

Industry veterans from Goldman Sachs, Hightower Advisors, and H.I.G. Capital have launched a new private markets investment ...

Fourpath Capital Management LLC is a national financial advisory firm headquartered in Oklahoma City, OK. The firm has $931.1 million under management and employs 6.The firm caters to 2,197 clients of ...

Now that President Donald Trump and fellow Republicans control all levers of government, the focus is on high net worth clients.

Xp Advisory Us Inc is a national financial advisory firm headquartered in Miami, FL. The firm has $1.5 billion under management and employs 25.The firm caters to 484 clients of varying types.

Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.

David Burton, the senior fellow in economic policy at the Heritage Foundation who authored Project 2025’s section on securities regulation, says Finra’s oversight of the broker-dealer industry is ...

Global Policy Advisors LLC (GPA), a recognized authority on sovereign wealth strategies and institutional investment frameworks, has released a new SWF 2050™ report titled “Strategic Metals, Rare ...