Those include Wealth Partners Capital Group of Florida, which acquired a 40% stake in MAI in 2017, and private equity-backed ...
Key Points Harbor Capital sold over 300,000 RadNet shares, worth around $19.74 million. The trade was worth about 1.53% of Harbor Capital's 13F AUM. The firm now holds around 125,000 RadNet shares, ...
Elsewhere, &Partners adds another Wells Fargo team in Texas, while MAI finalizes its acquisition of Evoke Advisors in LA.
Key Points Harbor Capital sold around $25.85 million of its StoneX Group shares in Q3 2025. The sale of 270,715 SNEX shares represented around 2% of Harbor Capital's AUM. At the end of Q3, Harbor ...
Jay Hughes, a pioneer in family wealth, shares the five capitals he believes keep fortunes from fading.
Capital Advisors Group, an independent SEC-registered investment advisor specializing in institutional cash investments, risk management and debt finance consulting, added Jeff ...
Nearly half of advisors are considering adding this service, according to the Financial Planning's October Financial Advisor ...
AS WE END THE THIRD QUARTER OF 2025, THE US STOCK MARKET FACES AN UNUSUAL SITUATION. IN THIS LETTER, WE OUTLINE HOW EQUITAS ...
MAI Capital Management is deepening its reach in the Southeast, completing a transaction that adds $245 million in managed ...
Find out where St. Paul-based Stonebridge Capital Advisors ranks on MSPBJ's 2025 list of the fastest-growing private ...