PKF Clear Thinking Integrates with PKF O’Connor Davies
Existing PKF Clear Thinking offering reclassified as “Turnaround and Restructuring Services” under PKF O’Connor Davies’ Strategy and Transaction Advisory practice PKF O’Connor Davies, one of...
Category : Financial Advisory & Services
TDI Promotes Eliza Ehrlich to Partner
TD International LLC (TDI), the strategic advisory and risk intelligence firm, is proud to announce the promotion of Eliza Ehrlich to Partner. Most recently, Ms....
Merriman Wealth Management to Join Focus Partners Wealth
Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial services firms, today announced that it has entered into a...
AGP Prime Adds Tom Costello as Director of Business Operations & Trading
AGP Prime, the prime brokerage services division of A.G.P. / Alliance Global Partners, is pleased to announce the addition of Tom Costello as Director of...
PKF O’Connor Davies Named a ‘Best Place to Work in Westchester’ by 914INC
Organization recognized for fourth consecutive yearas leader in Westchester business community PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, is proud to...
RFG Advisory Launches Refreshed Brand to Redefine Advisor Experience
Transformative suite of tools and concierge-level services reimagines traditional wealth management support for independent Advisors RFG Advisory (“RFG”), an innovator in the wealth management industry committed...
Compound Planning Expands Firmwide Growth with 30 New Advisors in 2024
With Latest Hires, Compound Grows Advisory & Leadership Teams; Expands Recruiting Capabilities Compound Planning, a leading digital family office committed to reimagining wealth management for...
Andersen Global Grows Argentine Presence with Collaborating Firm Confis
Andersen Global expands its presence in Argentina through a Collaboration Agreement with Confis, a tax firm based in Córdoba serving clients throughout the country and...
Soltis Investment Advisors Appoints Neal Simon and Clive Cholerton to BOD
With over 30 years of combined industry leadership experience, Simon and Cholerton will help support Soltis execute on key growth initiatives Soltis Investment Advisors (“Soltis”), a...
Northern Trust Names Robert Moritz, Richard Petrino to BOD
Northern Trust (Nasdaq: NTRS) announced today the appointments of Robert (Bob) Moritz and Richard (Rick) Petrino to its board of directors. Moritz, the former global...