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Binah Capital takes PKS Investments parent public

Binah Capital takes PKS Investments parent public
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United statesUnited kingdomSouth gloucestershireCraig gouldBrandon kawalRaymond jamesCabot lodge securitiesCetera financial groupCabot lodgeBinah capital groupCapital groupKingswood acquisitionLondon based kingswoodPurshe kaplan sterling investmentsBroadstone securitiesFinancial group

RIA Roundup: Captrust Buys $1 1B Trutina in Pacific Northwest

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

United statesNorth carolinaColorado springsNew jerseySouth carolinaIan aquilarAndrew palmasanoTed suttonPaul stetzAlex arnoldRaymond jamesBrian williamsSean mortonDavid fisherCharles wannerJohn middleton

Nate Lenz: Why $7 Billion Concurrent Advisors Left Raymond James

At age 34, Nate Lenz already seems to have fit a full career into a little more than a decade. He has led a succession-planning and acquisitions team at…

Nate lenzRaymond james financialConcurrent advisorsReaking news

LPL wins, Raymond James loses in PAG, Concurrent moves

Separate announcements by Concurrent Advisors and Private Advisor Group display why flexibility for financial advisors is valuable to growing RIAs.

United statesNate lenzRaymond jameFrank smithRaymond jamesTom prescottAndy karlinskiJustin mayfieldAdvisory servicesOak financial groupCalton associatesRaymond james financial servicesAdvisor groupEquity programAdvisory services networkAdvisory service

Concurrent Leaves Raymond James to Form Multi-Custodial Platform

The hybrid RIA and OSJ is leaving the Raymond James platform for greater flexibility and access to more resources, Concurrent says.

New yorkUnited statesNate lenzRaymond jameRaymond jamesMike hlavekJustin mayfieldCharles schwabConcurrent advisorsInvestment managementSteward partners

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