Social Media Ideas for Kozak Financial Group

October 17 – Kozak Financial Group

Kozak Financial Group, Talk to the Experts at 1 pm on QR Calgary. Expert investment guidance for Albertans—tune in take control of your wealth. With nearly 30 years of experience s...

Banking On A Bounce

Omaha-based Carson Group expands N.J. presence by adding Foran Financial Group of Somerville

Carson Group, a wealth advisory firm with over $65 billion in assets under management, said Oct. 8 that Foran Financial Group has joined Carson’s integrated adviser channel, becomi...

American Financial Group, Inc. (AFG) Presents at KBW Insurance Conference 2026 - Slideshow

ROK Financial: Commercial Loan Broker

Headquarters: Great River, NY URL: http://rok.biz Are you looking for a lucrative opportunity to be your own boss? ROK Financial is expanding our team nationwide! We are look...

Bank RBK ставит на качество банкинга, финансирование бизнеса и сервисы партнёров

Total Financial Management Becomes a NAPFA Member

POLAND, Ohio – Total Financial Management LLC, a registered investment advisory firm, has become a member of the National Association of Personal Financial Advisors.  NAPFA members...

K-38 Consulting Releases 2026 Guide to Outsourced CFO and Controller Services for Growing Businesses

$2.3B ICG Next Leaves LPL for Osaic with Plans for Acquisition

ICG next, led by James Costabile, has switched from LPL to Osaic to join a firm he says offers large-scale resources with a more personal, relationship-focused approach.

Aon confirms $17B deal to acquire USI Insurance from KKR

Insurance brokerage and consulting firm was a major investment for La Caisse in 2017

Крупнейшие банки Казахстана заинтересовали грузинский холдинг

Грузинская Lion Finance Group рассматривает возможность выхода на банковский рынок Казахстана. Холдинг интересуют не небольшие игроки, а финансовые организации, занимающие ведущие...

KKR strikes $5.1B deal for fund administrator Gen II

KKR, Lovell Minnick, Searchlight active in financial services; Monomoy Capital featured in They Said It

Lovell Minnick Partners and Carlyle AlpInvest-backed SRS Acquiom agreed this week to acquire Pantarai, a provider of loan technology and services for the broadly syndicated loan an...

Local insurance agency holds Medicare Q&A session

Kosco Insurance is hosting an open house this Thursday to assist individuals with Medicare enrollment and showcase recent renovations and a memorial wall for former MLB player Andy...

Kensington Returns to Cboe to Celebrate Launch of Kensington Premium Opportunities ETF (KPO) and Growing ETF Platform

Newest ETF builds on the momentum of KHPI and KAMO as Kensington continues to expand its suite of active investment solutions

Cross-border firm launches with $2.3 billion in combined assets from four partners

Miami-based Trivest Partners backs Sonance Financial, which serves more than 1,400 families

NYC-Based Tax Firm CohnReznick to Add $8B West Coast Wealth Practice

CohnReznick will look to grow its client base by adding fee-based Aldrich Wealth’s individual wealth management and corporate retirement plan consulting.

Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL

In other moves, Modern Wealth adds a former LPL team overseeing $330M, Captrust snags Sanctuary team in its own backyard, The AmeriFlex Group adds 17 advisors in Q3, and a $576M St...

Higginbotham Joins Forces with Two West Capital Advisors to Grow Retirement Plan Business Across the Footprint

Kansas City-Based Specialist Brings Deep Middle-Market Experience and a Scalable Platform (Fort Worth, Texas) – Higginbotham, a broad-based, employee-owned insurance and financial...

Tracking William Nygren's Harris Associates Portfolio - Q2 2026 Update

Block: Banking Actives Build, While Merchant GPV Rises

Platform Financial enters Alberta with two leadership hires

Toronto-based advisory firm adds a managing partner in Calgary and a national insurance planning director as it pushes west

F&G Annuities & Life, Inc. (FG) Presents at KBW Insurance Conference 2026 Transcript

Halifax West Serves as Exclusive Financial Advisor for Maverick Acquisition Ventures, Inc. to secure an Asset-Based Revo...

The revolving facility refinances existing funded debt and provides ongoing working capital to support Maverick Acquisition Ventures, Inc.'s agent recruitment and carrier network a...