An increasing proportion of alternatives, from fully liquid to illiquid, will be sold in the wealth management channel in the ...

Advisors, learn how LPL Financial can help take your business to the next level.

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors ...

This disruptive global marketplace is forcing the reinvention of traditional family offices to meet the needs of Gen Z and ...

Wealth management generally refers to financial advisory and investment management services for high net worth individuals. Private banking is offered by commercial banking institutions and also ...

Aprio Wealth Management LLC increased its stake in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 18.8% in the 4th quarter, according to its most recent 13F filing with the Securities ...

HB Wealth Management LLC’s holdings in Shopify were worth $1,258,000 as of its most recent SEC filing. A number of other institutional investors have also added to or reduced their stakes in SHOP.