Geneos Wealth Management Inc. cut its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 12.1% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 161,066 ...

LPL Financial LLC decreased its holdings in Mplx Lp (NYSE:MPLX – Free Report) by 5.6% during the 4th quarter, according to ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

What does this Advisor Specialize in? Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and ...

Mutual of America Capital Management LLC reduced its stake in Marsh & McLennan Companies by 2.8% in Q4, selling 1,721 shares. Despite the sale, institutional investors still own nearly 88% of the ...

Wealth management giant hungry for assets in DFW: "Honestly, until you get to $20-$25 billion, you haven’t scratched the ...

"The typical Black family has $15 for every $100 of wealth held by the typical white family, according to 2022 data from the ...

Amid an industry shortage of talent, firm leaders shouldn’t ignore potential future advisors working just down the hall.