Prosper Private Wealth is a national financial advisory firm headquartered in Mesa, AZ. The firm has $112.7 million under management.The firm caters to 167 clients of varying types. Compensation types ...

Merrill, NewEdge Advisors, Morgan Stanley, RBC Wealth Management and Raymond James all figured this week on the losing or ...

Generating significant returns and multiplying their money in the stock market remains a primary goal for most investors.

A top executive at Bank of America is set to expand her influence within the company as additional consumer banking lines are ...

Private credit firms got their start by focusing on lending to middle-market businesses. Next, they swooped in for large ...

Less than half (46%) of U.S. adults have a will, according to Gallup. Adults aged 65 and older are the most likely cohort to ...

Two advisor teams managing more than $2 billion in assets under management have left Merrill for new beginnings.

The $31 billion RIA is getting a new foothold in California as it welcomes an experienced planning team in the San Francisco ...

Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options ...

Raymond James announced that it has added an advisor team from Merrill Lynch, where the team had more than $740 million in client assets.

Coller Capital has bought a direct lending portfolio worth $1.6 billion from a unit of Brookfield Wealth Solutions, in one of ...

Merrill Lynch has a number of strategy guides for its advisors. Its "Featured Strategies Guide" includes the ETF, mutual fund, SMA and liquid alts strategies it has the highest conviction in.