The independent wealth titan's latest acquisition in Houston expands its Texas presence into a dozen locations.

Captrust Financial Advisors, the Raleigh, N.C.-headquartered registered investment advisor that recently surpassed $1 ...

CAPTRUST Financial Advisors announced that it has acquired Wealth Covenant Group, a Houston-based firm with $300 million in assets under management, according to a news release. Wealth Covenant Group ...

The Minneapolis-based aggregator announced its acquisition of Danison & Associates, an independent RIA based in Columbus, Ohio, with more than $82 million in client assets. The deal revealed Friday ...

The board of Covenant Logistics Group has approved a 2-for-1 stock split ... moving financial and business news source, used by wealth managers, institutional investors and fintech platforms ...