Admittedly, it would be a bit more of a stretch to see SoFi ( SOFI 2.84%) reach Bank of America's valuation. Even in a 15-year time frame, this would require 22.5% annualized returns.

Benchmark Financial Wealth Advisors LLC boosted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by ...

Emigrant Partners invests in $2.8 billion in Principle Wealth, and Choreo hires for a new role of people chief.

The company’s diversification across wealth management, asset management, and insurance muddies the company’s financials, and investors might discount the company’s valuation because of this.

True North Advisors LLC grew its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.0% during the 4th quarter, Holdings ...

The scheme involved multiple criminals who pretended to be technical support staffers, employees at the bank, and even ...

These three Canadian dividend stocks are excellent additions to your TFSA due to their consistent dividend payments and high yields. The post TFSA: 3 Canadian Dividend Stocks to Buy and Hold Forever ...

Bank of America has hired JPMorgan Chase veteran Mike Marino as the Georgia market executive of its private bank, according ...

Every statistic relies on a series of assumptions and other factors. However, quantitative and qualitative responses are ...

How Stephanie McCullough, Founder & Financial Planner of Sofia Financial, is talking to her clients about building confidence as a female investor.

Since 2004, she has worked with lenders, real estate agents, consultants, financial advisors, family offices, wealth managers,... Jordan Tarver has spent seven years covering mortgage, personal ...

Barron’s Hall of Fame advisor Susan Kaplan reveals her keys to building a $3.3 billion business, why young advisors might ...