Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client assets as of Dec. 31, 20241, ...

Endeavor expects to add another two to three advisers this year through the acquisition of other independent advisers or ...

The M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating ...

Binah Capital Group, Inc. ("Binah" or “the Company”) (NASDAQ: BCG; BCGWW), a leading financial services enterprise that owns and operates a network of industry-leading firms empowering independent ...

MYT Netherlands Parent B.V. (NYSE:MYTE) (the "Company") announces a new senior leadership team for the combined group effective upon closing of the acquisition of YOOX NET-A-PORTER. The new leadership ...

Endeavor, an independent, SEC-registered wealth management firm offering highly customized advice and comprehensive services to successful individuals and families, announced the addition of two new ...

Rockland Trust's Investment Management Group is expanding its insurance offerings by launching Personal Risk Property& Casualty Insurance Advisory Services. "As a relationship-oriented bank, we are ...

While Robinhood CEO Vlad Tenev paints the low-cost offering as a challenge to traditional advisors, a look under the hood ...

Julius Baer has established a major shake-up of its organisational structure, streamlining its operations and reinforcing its ...

Hurst Point Group has completed its management restructure as part of plans to streamline the business. The restructure ...

Joseph Drups, founder of Drups Ventures, buys businesses to incubate high-return, passive income portfolios. While founders ...

Lindleys Autocentres, an independent vehicle servicing and repair provider in the East Midlands has announced the appointment ...