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Kingswood U.S. Named To USA Today's List of Best Financial Advisory Firms for Second Straight Year
WDTN-TV 2 Dayton· 6 hours agoKingswood U.S., part of a network of independent wealth management firms that oversees more than $14 billion in client assets globally, announced it has been named to USA Today's Best
Moelis & Co Surpasses Quarterly Revenue Estimates with Strategic Growth Initiatives
GuruFocus.com via Yahoo Finance· 3 hours agoFinancial Performance Insights The first quarter of 2024...primarily fueled by an uptick in fees from non-M&A businesses. The firm's strategic focus on ...
Carson Group Welcomes Daniel Applegarth as New Chief Financial Officer
Benton Courier· 1 day agoIn addition, Eric Vrba has joined the firm as Controller. Applegarth comes to Carson after an 18-year tenure at Orion Advisor Solutions, where he oversaw financial ...
Carson Group Names New CFO From Orion | ThinkAdvisor
ThinkAdvisor· 7 hours agoCarson Group revealed Wednesday that longtime Orion executive Daniel Applegarth has joined the $35.5 billion advisory firm as its next chief financial...
Evercore reports Q1 revenue miss, earnings in-line By Investing.com
Investing.com· 13 hours agoEvercore Inc. (NYSE:EVR) disclosed its financial results for the first quarter ended March 31, 2024,...
FTC Ban on Worker Noncompete Agreements Faces First Legal Challenge
Barrons.com· 9 hours agoOn Tuesday, the Federal Trade Commission issued a new rule that would make it easier for all...
Cresset Welcomes Two New Advisory Teams, Expands National Presence and San Francisco Footprint
Lodi News-Sentinel· 5 days agoPreviously with J.P. Morgan Wealth...Management, and prior to that First Republic Bank, the two...
Texas business advisory firm opens Bentonville office - Talk Business & Politics
Talk Business & Politics· 1 day agoDallas-based business advisory firm Embark has opened an office at Ledger in downtown Bentonville amid rapid growth. The 500-square-foot office is the & ...
Wheelhouse Advisory Group LLC Takes $414,000 Position in Exxon Mobil Co. (NYSE:XOM)
ETF DAILY NEWS· 4 days agoWheelhouse Advisory Group LLC acquired a new stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) during the 4th quarter, HoldingsChannel.com reports ...
Evercore reports modest revenue growth in Q1 2024 By Investing.com
Investing.com· 13 hours agoEvercore Inc. (NYSE: EVR), a premier global independent investment banking advisory firm, reported a...