As the influence of family offices continues to grow and new opportunities arise, other investors may be wondering when it ...

Constellation Software excels in growth via acquisition in the vertical market software space. Read why I rate CSU:CA stock a ...

Our fair value estimate for Monday is $332 per share. This implies a fiscal 2025 adjusted price/earnings ratio of 94 times and a fiscal 2025 enterprise value/sales of 13. Our discounted cash flow ...

SEI Investments consists of four main segments: private banks, investment advisors, institutional investors, and investment managers. A minority interest in value equity manager LSV Asset Management ...

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he sees as archaic ...

Kailash Duraiswami spent 2 1/2 years as an enterprise architect at Orion Advisor Services after that firm acquired his ...

Portfolio diversification is just the beginning. Once you're ready for more advanced investing strategy, consider these important approaches, techniques, and tools to take your investments to the next ...

Investment clubs have surged in popularity as individuals seek collaborative ways to grow their wealth. Traditionally, these ...

Steve Nulter, a senior business analyst in the Quality Service Management Office, said more agencies are using financial management shared services.