OceanSound Partners has acquired Automated Financial Systems, an Exton, Pennsylvania-based provider of commercial loan ...

Capital Financial Partners, LLC, a private wealth management firm based in Baltimore, today announced the launch of a new estate planning service offering through its relationship with Wealth.com, a ...

ATLANTA & NASHVILLE, Tenn.--(BUSINESS WIRE)--Pinnacle Financial Partners (NYSE: PNFP) earned a combined 50 Coalition Greenwich 2026 Best Bank Awards for service provided in 2025: 32 earned by legacy ...

Dynasty Financial Partners today announced the successful closure of a minority capital raise supported by its community of stakeholders including its employees, clients, and resource partners, as ...

$0.45617 per share on the firm’s Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A, payable on March 23, 2026, to shareholders of record as of March 15, 2026. $0.52481 per ...

Dynasty Financial Partners has brought in a new minority investor in a fresh capital raise, extending a long-running bet by some of Wall Street’s biggest names on the independent RIA ecosystem. On ...

Tapatio has been acquired by Highlander Partners. Discover how this investment fuels new products and global reach for your favorite hot sauce brand.

Dynasty Financial Partners, the St. Petersburg, Fla.-based support platform for registered investment advisors, announced Thursday it had sold a minority stake to a consortium of current investors, ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min The funding round adds to ...

EFFINGHAM, Ill., Feb. 03, 2026 (GLOBE NEWSWIRE) -- Midland States Bancorp, Inc. (Nasdaq: MSBI) (the “Company”) announced today that Patriot Financial Partners, L.P. (“Patriot”) acquired a position in ...

Independent investment and wealth management firm Cerity Partners on Wednesday announced that it is merging with Verus Investments, an institutional investment consulting and advisory firm.

Former public finance practice chair George Magnatta spent more than four decades with Saul Ewing. His departure follows Ballard Spahr shifting focus away from the practice, a move that saw 35 of its ...