Core Insights - BINAH Capital Group has announced that a Chicago-based advisory group, recently acquired by Merit Financial Advisors, will utilize PKS Investments as its broker-dealer [1][2] - The Chicago-based team manages approximately $1.2 billion in client assets and will leverage PKS for its commission-based business [2] - PKS Investments offers a supportive broker-dealer framework tailored for independent Registered Investment Advisors (RIAs), providing a robust platform for growth [2][3] Company Overview - BINAH Capital Group operates as a financial services enterprise that supports independent financial advisors through its network of broker-dealers [3] - The company specializes in a hybrid-friendly model that delivers value to RIAs navigating the complex financial landscape [3] - BINAH's portfolio is designed to help advisors manage and execute commission-based business effectively while offering top-tier resources [3]

Core Insights - Binah Capital Group's subsidiary, PKS Investments, has been recognized as one of Albany's Best Places to Work for the second consecutive year, highlighting its strong employee satisfaction and workplace culture [1][3]. Group 1: Recognition and Awards - The Best Places to Work program, now in its 22nd year, evaluates companies based on employee feedback regarding organizational culture, leadership, and overall satisfaction [2]. - PKS Investments was recognized alongside various employers from diverse industries, reinforcing its reputation within the Albany community and the financial services sector [3]. Group 2: Company Culture and Leadership - Craig Goud, CEO of Binah Capital Group, emphasized that the company's culture is its greatest asset, contributing to an empowering and inspiring work environment [4]. - The recognition of PKS Investments underscores its strategic importance within Binah's platform and its role in the hybrid-friendly wealth management space [4]. Group 3: Company Overview - Binah Capital Group operates a network of firms that empower independent financial advisors, specializing in a hybrid-friendly model that supports RIAs in navigating the financial landscape [5]. - The company focuses on delivering value through partnerships and providing resources to help advisors manage commission-based businesses effectively [5].

Core Insights - Binah Capital Group's subsidiary, PKS Investments, has been recognized as a finalist in two categories for the 2025 Wealth Management Industry Awards, highlighting its excellence in advisor transition solutions and the leadership of CEO Katherine Flouton [1][2][4] Group 1: Company Achievements - PKS Investments has successfully supported thousands of advisor transitions, showcasing its scalable process and high-touch service model [3] - The recognition received by PKS Investments reflects Binah Capital's commitment to empowering independent financial advisors with necessary leadership and infrastructure [4][2] Group 2: Industry Context - The Wealth Management Industry Awards, now in its 11th year, honors outstanding achievements in the financial advisory sector, focusing on innovation and support for financial advisors [5] - A panel of industry judges will determine the winners, emphasizing the importance of innovation in enhancing the daily operations of financial advisors [5] Group 3: Company Overview - Binah Capital Group operates as a national broker-dealer aggregator, providing a hybrid-friendly model that supports independent financial advisors in navigating complex financial landscapes [6] - PKS Investments is recognized for its client-first philosophy and operational precision, enabling advisors to grow their businesses confidently [7]

Core Insights - Binah Capital Group has strengthened its position as a preferred partner for independent advisory firms by partnering with Bleakley Financial Group, which manages over $10 billion in assets under management (AUM) [1][2][3] Group 1: Partnership Details - The partnership allows Bleakley Financial Group to maintain its independence while benefiting from Binah Capital's scale, infrastructure, and advisor-first resources [2][3] - PKS Investments, a subsidiary of Binah Capital, provides operational efficiency, compliance expertise, and high-touch servicing tailored for dually licensed independent registered investment advisors (RIAs) [2][3] Group 2: Strategic Importance - The collaboration highlights Binah Capital's role as a strategic ally to RIAs, offering infrastructure and personalized support without compromising their independence [3] - Craig Gould, CEO of Binah Capital Group, emphasized the validation of Binah's open-architecture platform and the confidence that leading entrepreneurial firms have in Binah [3] Group 3: Company Overview - Binah Capital Group operates a network of firms that empower independent financial advisors, specializing in a hybrid-friendly model that supports RIAs in a complex financial landscape [4] - The company focuses on delivering value through partnerships, providing the necessary structure, flexibility, and innovative solutions for advisors to succeed in a competitive marketplace [4]

Core Insights - Binah Capital Group has appointed Ryan Marcus as the new Chief Business Development and Engagement Officer to enhance long-term business strategies and market presence [1][2][4] Company Overview - Binah Capital Group is a financial services enterprise that operates a network of firms aimed at empowering independent financial advisors, specializing in a hybrid-friendly model for broker-dealer aggregation [5] Leadership and Strategy - Ryan Marcus brings extensive experience in wealth management and a results-driven leadership style, previously holding senior roles at MarketCounsel [3][4] - His focus will be on developing a unified value proposition and driving sustainable growth across Binah Capital's broker-dealer network [2][4] Future Outlook - The hiring of Marcus is seen as a significant step for Binah Capital in investing in experienced talent to spearhead innovative growth strategies [4]