RESOURCES

Prime Capital Financial is launching a dedicated family office division by acquiring an Austin, Texas-based firm that oversees $1.55 billion in client assets. Prime has acquired SineCera Capital,...

An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love, reflect on whether the relationship you have with your finances supports your long-term...

Deputy CIO Will McGough joined BNN Bloomberg The Open to discuss market uncertainty and the need for diversification in 2025. He emphasized balancing tech exposure with his bellwether picks,...

While 2024 marked a record year for acquisitions by many of the industry’s largest RIAs, $30bn Overland Park, Kan.-based Prime Capital Financial took a step back to reevaluate its growth strategy...

Results from Salesforce Inc. this week pose a key test for the stock and for what many believe is the next big thing in artificial intelligence: AI agents. The software giant is seen at the...

When perhaps the most well-known retirement plan advisor in the industry makes a big move, that industry takes notice. Such was the case when Jania Stout sold Fiduciary Plan Advisors, the highly...