Client-first approach and continued investment in planning capabilities drive growth and recognition among industry peers NEWPORT BEACH, CA / ACCESS Newswire / April 14, 2026 /Elevate Financial Partners,

Apex was built for founders who want a real partner—someone who understands the work, the risk, and the responsibility that comes with building something that lasts.” — Richard O’Connor, Founder, Chairman, and CEO of Apex Financial Partners NEWPORT ...

Pinnacle Financial Partners (NYSE: PNFP) earned a combined 50 Coalition Greenwich 2026 Best Bank Awards for service provided in 2025: 32 earned by legacy Pinnacle and 18 by legacy Synovus. Legacy Pinnacle earned more Coalition Greenwich 2026 Best Bank ...

Pinnacle Financial Partners has officially opened its newest full-service office in Hixson, further expanding the firm’s presence in the greater Chattanooga area while reinforcing its commitment to delivering distinctive service in communities it serves.

Dynasty Financial Partners, an RIA services provider, has formally launched a model portfolio program for its network of independent advisors. Called Model Select, the program offers top-down portfolio construction incorporating both passive and active ...

Jericho, NY — February 11, 2026 — New York Financial Partners (“NYFP”), an Osaic, Inc. (“Osaic”) office of supervisory jurisdiction (OSJ) today announced that IDT Capital Group (“IDT”), an independent wealth management firm based in ...

NEW YORK--(BUSINESS WIRE)--Focus Financial Partners (“Focus”) today announced the appointment of Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both executives are long-serving Focus leaders with deep experience across major ...

Focus Financial Partners announced changes to its executive leadership team today with the internal promotions of Adam Birenbaum as president and Justin Ferri as chief operating officer. The appointments represent a strategic move by CEO Michael Nathanson ...