Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to ...

Raymond James Financial Inc. closed 0.95% below its 52-week high of $173.15, which the company achieved on January 23rd.

SageSpring is Dynasty’s largest RIA partnership to date and boosts total assets on its platform to $105 billion.

James confirmed a Strong Buy rating for Coastal Financial Corp (NASDAQ:CCB), maintaining its $88.00 price target. Currently trading at $86.73 with a market capitalization of $1.29 billion, the stock ...

In one of the biggest leaps in recent years, the Nashville-based firm with a next-gen focus is embracing full RIA independence.

James analyst Savanthi Syth maintained a Market Perform rating on JetBlue Airways (NASDAQ:JBLU), following the airline's fourth-quarter earnings report. Syth highlighted that JetBlue's fourth-quarter ...