Analysts expect S&P 500 companies to report first year-over-year decline in quarterly earnings since height of pandemic.
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Founded by the firm’s CEO and Director of Investments Peter Krull, Earth Equity has been investing its clients’ assets responsibly for nearly 20 years. Krull and his team help their clients align their investments with their values, and they specialize in fossil fuel-free, sustainable, responsible, and impact investment portfolios.
Prime Capital Investment Advisors Acquires Stonnington Group
Stonnington Group brings decades of experience servicing high-net-worth individuals and families to PCIA, led by Nick Stonnington, President and Advisor.
Prime Capital Buys $1.75 Billion Florida RIA
Prime Capital Investment Advisors is closing out the year with a big addition to its firm, announcing this week that it has acquired Liberty Wealth Advisors, a registered investment advisor based in Naples, Fla., with $1.75 billion in client assets.
Prime Capital adds nearly $2B in assets from two deals in one week, with more to come
Overland Park-based Prime Capital Investment Advisors closed on two acquisitions in the past week, adding nearly $2 billion in assets, with two more acquisitions pending.
Prime Capital Acquires $1.75B Wealth Management Firm
Prime Capital Investment Advisors has acquired “substantially all” of the assets of wealth management firm Liberty Wealth Advisors.
PCIA acquires $1.75bn RIA
With 14 employees across nine states, Liberty Wealth’s embrace of remote work was a key differentiator for PCIA.
Retirement Industry People Moves
Prime Capital Partners with PFS to Enter Sioux Falls and South Dakota Markets
The Final Frontier in ‘Pensionizing’ 401k Plans Faces Similar Challenges from the Industry’s Past
Scott Colangelo explains how the retirement industry is working to bring innovative guaranteed income solutions to defined contribution plans
Prime Capital Investment Advisors Acquires Liberty Wealth Advisors
PCIA is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*.