TRO bars Joan Greenspon and Amanda Salyer from reaching out to hundreds of former Edelman clients representing more than $300 ...

Edelman Financial Engines is seeking a restraining order against Prime Capital Financial, claiming the firm poached two more Edelman planners and encouraged them to breach their employment contracts.

A Delaware federal court judge ruled in favor of Edelman Financial Engines, granting a temporary restraining order, in part, that prohibits two former Edelman advisors (now at Prime Capital Financial) ...

Overland Park-based Prime Capital Investment Advisors was hit with a temporary restraining order prohibiting it from using ...

OVERLAND PARK, Kan.--(BUSINESS WIRE)--Prime Capital Financial continues its strategic expansion with the addition of Sonali Patel, a San Antonio-based financial advisor with more than a decade of ...

The new superseding indictment alleges that Roglieri conspired with partners to fraudulently acquire millions of dollars from Prime Capital clients between March 2022 and January 2024. Christopher ...

Duba joined Prime Capital Financial in 2021 and has played a key role in the firm’s growth and evolution. Most recently serving as CIO and president of wealth management, where he oversaw the firm’s ...

RIA firm Prime Capital Investment Advisors partners with Pontera to enable advisors to securely and compliantly trade clients’ held away accounts, including 401(k)s, 403(b)s, and more. NEW YORK & ...

Addition of planning-led wealth management firm with integrated tax capabilities in North Carolina expands national footprint Prime Capital Financial announces its acquisition of Bradshaw Rogers ...

Prime Capital Financial CIO Will McGough analyzes oil and energy stocks and NVIDIA's Jensen Huang's forecast of AI chip ...

Merit Financial Advisors and Prime Capital Financial are extending their tax capabilities as they each mark their first move for the 2026 deal season. Merit expands tax planning footprint with SSC ...

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