Annum Capital & Turoid Bring AI to Asia Family Offices
Annum Capital, a leading financial services group in Hong Kong, today announced a strategic partnership with Turoid, a next-generation technology provider, to bring AI to multi-family...
Category : Financial Advisory & Services
QuickBooks Named Top Digital Bookkeeping Tool in UK 2026
Better Business Advice has published its 2025 assessment of digital bookkeeping tools used by UK enterprises and highlighted QuickBooks as one of the leading solutions supporting financial...
CV Advisors Adds Hedge Fund Expert Hailey Gordon
CV Advisors LLC (“CV Advisors” or “the Firm”), a leading multi-family office, today announced that Hailey Gordon has joined the firm as a Portfolio Manager....
Selling the Building First Is Rare in Business Exits
New analysis from Edison Avenue shows fewer than 10% of privately held companies sell real estate before the operating business In the sale of privately...
Solomon Partners Announces Key Leadership Appointments
Investment Bank Names David A. Shiffman Head of Investment Banking Elevates Jeffrey A. Derman to Consumer Retail Co-Head and Promotes 5 Managing Directors Solomon Partners today...
Cartus Achieves SBTi-Validated Net-Zero Targets Globally
Corporate Relocation Leader Champions Climate-Conscious Moves for Global Businesses Cartus Corporation, a leader in global talent mobility, today announced that its near-term and net-zero greenhouse...
ACC Heavy Duty Launches Fleet Solutions for Failing Components
ACC’s unique offering enables fleets to directly address recurring part failures with higher-performing, custom-engineered solutions developed at no cost to them. ACC Heavy Duty, a division of Multi Parts Solutions,...
Judd Advisory Supports FCA Approval of European Mid-Cap Manager
Judd Advisory, a leading FCA and SEC compliance consultancy specialising in authorisation, regulatory strategy, and ongoing compliance support for regulated financial institutions in the asset management...
Wealth Team With $120M Joins Ameriprise for Client Growth
Ameriprise welcomes Loveday Caruso Wealth Management Group from LPL Financial Financial advisory practice Loveday Caruso Wealth Management Group recently joined the independent channel of Ameriprise Financial, Inc....
Independent Financial Forms First President’s Advisory Council
Newly established Council to help shape strategy, enhance advisor engagement and advance shared goals Independent Financial Group, LLC (IFG) – a privately held independent wealth...
Levine Leichtman Capital Acquires Signature Resolution Firm
Levine Leichtman Capital Partners (“LLCP”), a Los Angeles-based private equity firm, announced today that it has acquired Signature Resolution, LLC (“Signature” or the “Company”), a...
Leon Capital Group Launches Transaction Advisory Services Practice
Industry Veteran Kevin Muskat to Lead New Practice Leon Capital Group (“Leon” or “The Company”), a diversified holding company for a privately-owned group of entities,...
Wealth Enhancement to Join Forces With Ascent Private Wealth
This partnership will bring the firm’s total client assets to more than $132.7 billion. Wealth Enhancement, a national independent wealth management firm dedicated to enriching...
Brown Plus Promotes Ryan Harshman and Matt Harvey to Principal in 2026
Leading accounting and advisory firm, Brown Plus, is pleased to announce that both Ryan Harshman, CPA, and Matt Harvey, CPA, MSPA, have been promoted to Principal,...
Newmark Expands Middle East Team with Senior Valuation Hires
Newmark announces two senior additions to its expanding Middle East Valuation & Advisory business, appointing Benjamin Cullum as Senior Director and Head of Valuations Middle East and Jonathan...