Optima Capital Management is a national financial advisory firm headquartered in Tempe, AZ. The firm has $116.5 million under management and employs 1.The firm caters to 340 clients of varying types.

Wealth management teams can benefit when an adult child joins mom or pop, but there are challenges, too.

The accounting profession is facing a major setback. There has been a notable drop in students pursuing accounting degrees ...

LPL plans to acquire Commonwealth Financial Network, a wealth management company with $285 billion in assets that relies on Fidelity for clearing and custody.

Premium finance represents a powerful solution for high-net-worth foreign nationals looking to preserve wealth while ...

LPL Financial (LPLA) will acquire wealth management firm Commonwealth Financial Network in a $2.7 billion deal that will expand LPL's advisory staff. Commonwealth "supports" about 2,900 independent ...

FARGO, N.D.-- Bell Bank has named Zac Wanzek, CFA, CPA, as chief investment officer (CIO) and Greg Sweeney, CFA, as chief ...

LPL Financial Holdings agreed to acquire independent wealth management firm Commonwealth Financial Network for about $2.7 billion. Under the transaction structure, wealth management firm LPL will ...

Charlotte Stewart, new director of client events, and WSP's CEO will develop engaging events to educate the underserved demographic.

Wealth Enhancement Group, a private equity-backed national wealth management firm headquartered in Minneapolis, is expanding ...

ALBANY, Ga. (WALB) – On Thursday, March 27, City Manager Terrell Jacobs announced Derrick Brown as the new Assistant City ...