We are a 20-person, lower-middle-market boutique investment bank. We offer a comprehensive range of strategic, corporate and financial advisory services designed to maximize value creation for our ...

Choosing the best robo-advisor means comparing fees, investment options and financial planning tools. We've analyzed the top robo-advisors to help you find the best for you.

Kingdom Capital Advisors, a private investment firm, released its first-quarter 2025 investor letter. In the first quarter, Kingdom Capital Advisors (KCA Value Composite) returned -7.08% (net of ...

Margaritaville at Sea has announced a series of initiatives that will benefit partners across North America who play a pivotal role in its continued growth. The company has launched a full-scale ...

Financial advisors report frustration and ambivalence about RIA rollup aggregators consolidating wealth management through M&A deals, a study says.

Wealth management solutions provider Osaic has acquired investment management company CW Advisors for an undisclosed sum. The acquired company is a registered investment advisor based in Boston ...

CW Advisors, with 140 professionals across 17 offices, serves high net worth and ultra-high net worth clients through its core wealth management and family office platform. The acquisition allows ...

What should I know about this advisor? Angel Elliott is a financial advisor in Topeka, KS. They have been in practice for 10 years, the last 1 years at Advisors Excel.

CW Advisors serves high net worth and ultra-high net worth clients through its core wealth management and family office platform, with 140 professionals across 17 offices.

“Pencek Advisors has been instrumental in helping private equity firms address the critical execution gaps that often stall value creation,” said John Gulnac, CEO of SolomonEdwards.

Advisors Excel Hall will continue to be a focal point of academic life at Washburn, serving as the home of the Gregory D. and Ronda K. Brenneman School of Business in addition to housing all of ...