1858 Wealth Management LLC is a national financial advisory firm headquartered in Akron, OH. The firm has $171.9 million under management and employs 2.The firm caters to 376 clients of varying types.

Wealth Partners Capital Group (WPCG) and HGGC have made a minority investment in MCF Advisors, a Lexington, Ky.-based advisor firm that manages more than $3.3 billion in client assets, according to a ...

LPL Financial (LPLA) announced Larry Hubbard, Craig Conner, and Jade Maasch have joined LPL Financial’s broker-dealer, Registered Investment ...

There's a well-known saying that compound interest is the “eighth wonder of the world.” While the quote’s origins are debated ...

Leconte Wealth Management LLC is a national financial advisory firm headquartered in Maryville, TN. The firm has $262.0 million under management and employs 4.The firm caters to 687 clients of varying ...

Forbes Finance Council is an invitation-only organization for executives in successful accounting, financial planning and wealth management firms. Do I qualify?

The Global Private Banker WealthTech Awards celebrate excellence in wealth management technology, recognizing firms that are driving innovation, digital transformation, and operational efficiency ...

This marks six consecutive years of Kantata earning a top-ten spot, highlighting its impact in a market often dominated by general work management tools. G2, the world’s most trusted software ...

Purus Wealth Management LLC increased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 12,449 ...