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1 week ago

Strike Group Completes Transition to Holding Company Structure for Enhanced Governance and Specialization Strike Group has officially transitioned into a holding company, enhancing its governance and specialization in M&A consulting and advisory services, effective April 1, 2026.

Strike Group Completes Transition to Holding Company Structure for Enhanced Governance and Specialization #Japan #Tokyo #financial_advisory #M&A #Strike_Group

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3 weeks ago

Knights of Columbus Asset Advisors Earns Spot on Newsweek's Top Financial Advisory Firms 2026 For the second consecutive year, Knights of Columbus Asset Advisors has been honored with a place on Newsweek’s prestigious list of America’s Top Financial Advisory Firms in 2026, showcasing their exceptional client service and financial expertise.

Knights of Columbus Asset Advisors Earns Spot on Newsweek's Top Financial Advisory Firms 2026 #United_States #New_Haven #Newsweek #financial_advisory #KoCAA

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1 month ago

GA Group Welcomes Curt Germany, Jr. to Lead Financial Advisory Services for Growth and Excellence Curt Germany, Jr. is set to spearhead GA Group's Financial Advisory Services, enhancing their valuation and advisory capabilities significantly.

GA Group Welcomes Curt Germany, Jr. to Lead Financial Advisory Services for Growth and Excellence #United_States #financial_advisory #Westlake_Village #GA_Group #Curt_Germany

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1 month ago

Lazard Announces February 2026 Preliminary Assets Under Management Figures Lazard, Inc. reveals its preliminary assets under management for February 2026, totaling approximately $277.7 billion, reflecting market dynamics.

Lazard Announces February 2026 Preliminary Assets Under Management Figures #United_States #New_York #Assets_Under_Management #financial_advisory #Lazard

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2 months ago

Province Enhances Financial Advisory Services with StoneTurn Acquisition Province has announced its strategic acquisition of StoneTurn, creating a more robust advisory platform to address complex financial and legal challenges faced by clients.

Province Enhances Financial Advisory Services with StoneTurn Acquisition #USA #Las_Vegas #financial_advisory #Province #StoneTurn

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2 months ago

Lazard Reports Significant Growth in Assets Under Management for January 2026 Lazard, Inc. has announced a remarkable increase in assets under management, reaching approximately $267 billion as of January 2026. This figure reflects strong market appreciation and inflows.

Lazard Reports Significant Growth in Assets Under Management for January 2026 #USA #New_York #Assets_Under_Management #financial_advisory #Lazard

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2 months ago

Lazard's Financial Performance in Q4 and Full Year of 2025 Shows Growth and Strategic Development Lazard, Inc. reports significant revenue growth in Q4 and throughout 2025, reflecting successful execution of its long-term strategy and capturing market opportunities.

Lazard's Financial Performance in Q4 and Full Year of 2025 Shows Growth and Strategic Development #United_States #New_York #Asset_Management #financial_advisory #Lazard

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2 months ago

Lazard Announces Latest Quarterly Dividend of $0.50 Per Share for Stakeholders Lazard, Inc. declares a quarterly dividend of $0.50 per share, payable to stockholders on February 20, 2026, further highlighting its robust financial stance.

Lazard Announces Latest Quarterly Dividend of $0.50 Per Share for Stakeholders #United_States #New_York #Dividend #financial_advisory #Lazard

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2 months ago

Mission Wealth Announces Promising Merger with PBL Wealth Management in Austin Mission Wealth reveals a strategic merger with PBL Wealth Management, enhancing services for high-net-worth individuals while expanding its influence in Texas.

Mission Wealth Announces Promising Merger with PBL Wealth Management in Austin #United_States #Austin #financial_advisory #Mission_Wealth #PBL_Wealth_Management

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2 months ago

AIRA Announces 2025 Certification of CDBV Awards to Financial Experts in Distressed Valuation The Association of Insolvency and Restructuring Advisors has celebrated the achievement of professionals who completed the rigorous CDBV certification in 2025, emphasizing their expertise in distressed business valuation.

AIRA Announces 2025 Certification of CDBV Awards to Financial Experts in Distressed Valuation #United_States #financial_advisory #AIRA #CDBV #Medford,_Oregon

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2 months ago

ROLEUP Achieves Notable Rankings in Japan's M&A League Table for 2025 ROLEUP has climbed to impressive ranks in the M&A League Table for Japan's mid-market, indicating a strong rise in the advisory sector.

ROLEUP Achieves Notable Rankings in Japan's M&A League Table for 2025 #Japan #Tokyo #financial_advisory #M&A #ROLEUP

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3 months ago

Kroll Achieves Global Leadership in Fairness Opinions for 2025 Kroll has been named the top global provider of fairness opinions for 2025, reinforcing its longstanding reputation in financial advisory services.

Kroll Achieves Global Leadership in Fairness Opinions for 2025 #USA #New_York #Kroll #financial_advisory #Fairness_Opinions

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3 months ago

Kroll Secures Top Ranking as Global Leader in Fairness Opinions for 2025 Kroll has been recognized as the top global provider of fairness opinions for 2025, reinforcing its leadership for over 20 years in financial advisory.

Kroll Secures Top Ranking as Global Leader in Fairness Opinions for 2025 #USA #New_York #Kroll #financial_advisory #Fairness_Opinions

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3 months ago

Resolution Economics Celebrates a Year of Remarkable Growth and Global Expansion Resolution Economics marks a milestone year with significant growth, including new partnerships and expanded services in the Financial Advisory and Labor Employment sectors.

Resolution Economics Celebrates a Year of Remarkable Growth and Global Expansion #United_States #Los_Angeles #financial_advisory #Resolution_Economics #Labor_Employment

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3 months ago

Winthrop Wealth Celebrated in Newsweek's Top Financial Advisory Firms for 2026 Winthrop Wealth, based in Boston, has been recognized in Newsweek's America's Top Financial Advisory Firms 2026 list, highlighting its commitment to client-focused services.

Winthrop Wealth Celebrated in Newsweek's Top Financial Advisory Firms for 2026 #USA #Boston #financial_advisory #Winthrop_Wealth #Newsweek_List

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4 months ago

Toews Asset Management Appoints Christopher Collins as Regional VP of Eastern Territory Toews Asset Management announces Christopher Collins as the new Regional VP for the Eastern Territory, expanding their investment strategy outreach.

Toews Asset Management Appoints Christopher Collins as Regional VP of Eastern Territory #New_York #financial_advisory #Toews_Asset_Management #Christopher_Collins

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4 months ago

OneSeven Recognized Among Top Financial Advisory Firms by Newsweek for 2026 OneSeven has been named one of America's top financial advisory firms by Newsweek for 2026, earning a prestigious 5-star rating.

OneSeven Recognized Among Top Financial Advisory Firms by Newsweek for 2026 #USA #Cleveland #financial_advisory #Newsweek_Awards #OneSeven

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4 months ago

Monogram Wealth Partners Integrates with Arkadios Capital for Enhanced Financial Services Monogram Wealth Partners, managing over $700 million in assets, has aligned with Arkadios Capital to enhance their financial advisory services and maintain a client-first approach.

Monogram Wealth Partners Integrates with Arkadios Capital for Enhanced Financial Services #USA #financial_advisory #Arkadios_Capital #Monogram_Wealth_Partners #Garden_City,_New_York

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4 months ago

Capital Ideas Earns Prestigious Recognition as a Top Financial Advisory Firm in 2026 Capital Ideas has been honored by Newsweek in 2026 as one of America's leading financial advisory firms, illustrating its commitment to tailored investment strategies.

Capital Ideas Earns Prestigious Recognition as a Top Financial Advisory Firm in 2026 #United_States #Dallas #Investment_Strategies #financial_advisory #Capital_Ideas

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4 months ago

Inspire Advisors Achieves 2026 Newsweek Top Financial Firm Recognition Inspire Advisors has been recognized by Newsweek as one of the top 1,000 financial advisory firms of 2026, achieving a distinguished 5-star rating.

Inspire Advisors Achieves 2026 Newsweek Top Financial Firm Recognition #United_States #Boise #financial_advisory #Inspire_Advisors #Newsweek_2026

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5 months ago

Wealth Enhancement Expands Its Reach by Partnering with Guidance Wealth for Enhanced Client Services Wealth Enhancement has joined forces with Guidance Wealth, boosting its client assets to over $125 billion and enhancing service offerings through their partnership.

Wealth Enhancement Expands Its Reach by Partnering with Guidance Wealth for Enhanced Client Services #United_States #Minneapolis #financial_advisory #Wealth_Enhancement #Guidance_Wealth

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5 months ago

M&A Capital Partners Achieves Triple Crown in Q3 2025 M&A Market League Tables M&A Capital Partners has achieved a remarkable feat by securing the top position in three categories of the Q3 2025 M&A Market League Tables, celebrating its 20th anniversary.

M&A Capital Partners Achieves Triple Crown in Q3 2025 M&A Market League Tables #Japan #Tokyo #M&A_Advisory #financial_advisory #M&A_Capital_Partners

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8 months ago

AGS FAS Launches New Website to Enhance Client Engagement and Services AGS FAS has officially launched its new website, showcasing its corporate philosophy, services, and team introductions to enhance client engagement.

AGS FAS Launches New Website to Enhance Client Engagement and Services #Japan #Tokyo #financial_advisory #M&A_Support #AGS_FAS

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8 months ago

Teneo's Strategic Move: Acquiring PwC's Australian Restructuring Services Unit Teneo enhances its global presence by acquiring PwC's Australia Business Restructuring Services unit, marking a significant step in its Asia-Pacific strategy.

Teneo's Strategic Move: Acquiring PwC's Australian Restructuring Services Unit #Australia #Sydney #financial_advisory #Teneo #PwC

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8 months ago

Creative Planning Expands Its Reach with Acquisition of Mosaic Pacific in Hawaii Creative Planning enhances its footprint in Hawaii through the acquisition of Mosaic Pacific, bringing substantial assets and expertise.

Creative Planning Expands Its Reach with Acquisition of Mosaic Pacific in Hawaii #United_States #Overland_Park #financial_advisory #Creative_Planning #Mosaic_Pacific

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9 months ago

Kroll to Expand its Agency Services in Asia with Madison Pacific Acquisition Kroll has announced its intent to acquire Madison Pacific, enhancing its presence in the Asia Pacific region and expanding its agency services commitment.

Kroll to Expand its Agency Services in Asia with Madison Pacific Acquisition #USA #New_York #Kroll #financial_advisory #Madison_Pacific

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9 months ago

Moors & Cabot Marks Remarkable 135-Year Journey at NYSE Event On July 8, 2025, Moors & Cabot will celebrate 135 years of service by ringing the closing bell at the New York Stock Exchange.

Moors & Cabot Marks Remarkable 135-Year Journey at NYSE Event #USA #Boston #financial_advisory #New_York_Stock_Exchange #Moors_&_Cabot

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9 months ago

The Wealth Consulting Group Welcomes Andy Kalbaugh as New President to Drive Growth Strategy The Wealth Consulting Group has appointed Andy Kalbaugh as President to enhance its growth strategy and strengthen advisor independence, signaling new opportunities in wealth management.

The Wealth Consulting Group Welcomes Andy Kalbaugh as New President to Drive Growth Strategy #USA #Las_Vegas #financial_advisory #Wealth_Consulting_Group #Andy_Kalbaugh

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9 months ago

Indivisible Partners Welcomes Ride Wealth Partners to Enhance Client Advisory Services Indivisible Partners strengthens its advisory team with the addition of Ride Wealth Partners, focusing on improved client services and technology integration.

Indivisible Partners Welcomes Ride Wealth Partners to Enhance Client Advisory Services #United_States #financial_advisory #Indivisible_Partners #Clearwater,_Florida #Ride_Wealth_Partners

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10 months ago

Celebrating Excellence: 2024 CIRA Certification Award Winners Announced by AIRA The Association of Insolvency and Restructuring Advisors has honored the top achievers in the CIRA certification program, promoting excellence in financial advisory.

Celebrating Excellence: 2024 CIRA Certification Award Winners Announced by AIRA #United_States #Newport_Beach,_CA #financial_advisory #AIRA #CIRA