The combined firm will operate as Binah Capital Group and trade on the Nasdaq under the symbol BCG. Larry Roth will serve as executive chairman.

  By NB  Mar 9, 2024

JPMorgan Managing Director Mara Shreck said she expected the ESG rule to be in “lockstep” with the climate rule for issuers, which was finalized this week.

  By NB  Mar 9, 2024

Waverly grows assets by 200% in two years, $34 billion Moneta adds a sixth office and $250 million in Boulder, Colo., and Kestra scores an Ameriprise team.

  By NB  Mar 9, 2024

Singapore MAS Chairman Lawrence Wong on Family Offices in Singapore: 1,400 Family Offices with Tax Incentives in Singapore at the End of 2023, Most Family Offices Have Fewer than 20 Employees, Majority of Employees from Singapore & Foreign Employees M

  By NB  Mar 8, 2024