Tag : financial advisor

Mergers, Acquisitions & Market Dynamics

Everest to Sell Canadian Retail Insurance to Wawanesa

Business Wire
Everest Group, Ltd., a global specialty reinsurance and insurance leader, that it has signed a definitive agreement to sell its Canadian Retail Insurance operations, Everest...
Financial Advisory & Services

D.A. Davidson Advises on Saxdor Yachts Sale to Malibu Boats

Business Wire
D.A. Davidson MCF International announced that it served as financial advisor to shareholders of Saxdor Yachts (“Saxdor”) on its sale to Malibu Boats Inc. (“Malibu”)...
Taxation, Financial Planning & Corporate Strategy

PlanMember Announces Newest Financial Center in East Providence, RI

PR Newswire
PlanMember is pleased to announce WealthPlan Advisor Group in East Providence, Rhode Island, as its newest independent PlanMember Financial Center. WealthPlan was founded by Stephen...
Financial Literacy, Education & SME Empowerment

478 Ameriprise Advisors Named to Forbes “Best-in-State” List

Business Wire
Ameriprise Financial, Inc., announced that 478 of the firm’s financial advisor practices were named to the Forbes list of “Best-in-State Wealth Management Teams.” Forbes recognizes top-performing teams across the...
Taxation, Financial Planning & Corporate Strategy

Financial Advisor Troy Nelson Helps Shape the Future of Wealth Management

PR Newswire
Edward Jones’ Teaming Model Helps Financial Advisors Grow Practices and Build Stronger Client Relationships Edward Jones continues to strengthen its position as a premier firm to...
Climate Change & Environmental Sustainability

BGL Announces the Merger of Vecta Environmental Services and EnviroVac

PR Newswire
Transaction expands capabilities and strengthens national footprint in environmental and industrial services Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial...
Sustainable IT, Governance & Strategy

Accredant Capital Advises Segue on Sale of Community Solar Assets

PR Newswire
NextPower Capital Announces Rebrand to Accredant Capital Effective January 1, 2026, NextPower Capital officially became Accredant Capital. The rebrand reflects the firm’s continued growth and...
Property Management & Tenant Engagement

Greenwich Advisors Welcomes Chris Kuehne and Financial Advisor Clients

Business Wire
Greenwich Advisors LLC (www.greenwichadvisors.com) is pleased to announce that Chris Kuehne, MS, Certified Financial Planner (CFP) has joined the firm as Principal, bringing seasoned financial...
Mining, Metals, & Resource Management

EFC Gases & Advanced Materials Inks Pact to Join Element Solutions Inc.

PR Newswire
EFC Gases & Advanced Materials, a leading supplier of high-purity specialty gases and advanced materials, announced that it has entered into a definitive agreement to...
Mergers, Acquisitions & Market Dynamics

D.A. Davidson Advises Palm Peak on Domaille Deal

Business Wire
D.A. Davidson & Co. announced today that it served as exclusive financial advisor to Palm Peak Capital, LLC, in its acquisition of Domaille Engineering, and...