Capital One's acquisition of Brex is the latest deal under Rich Fairbank, a rare founder-CEO of a major U.S. bank, after its ...

Exclusive five-week initiative launches January 16, positioning Exertus at the forefront of agent education and ...

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, ...

COLUMBUS, Ga. (WRBL) — The merger between Columbus-based Synovus Financial Corp. and Tennessee-based Pinnacle Financial Partners was completed on New Year’s Day, the company announced in a news ...

Ares Management has invested $475 million in Steward Partners, a Stamford, Connecticut-based financial services firm. Steward Partners’ existing backers are Cynosure Group and The Pritzker ...

Affinity Partners, Mr. Kushner’s private equity firm, played a small financial role in Paramount’s $108 billion offer, but it had attracted political attention to the deal. By Lauren Hirsch Jared ...

Michael Nathanson's exit as CEO of Focus Financial Partners is part of the serial acquirer's ongoing internal reorganization. It's also a sign of how difficult that undertaking is, industry experts ...

Summit Partners, an investment firm active in financial services and technology, is pursuing a sale of its stake in the $19.7 billion registered investment advisor RWA Wealth Partners, according to ...

As Synovus Financial Corp. and Pinnacle Financial Partners move toward finalizing their merger, the companies have announced the combined board of directors. Terry Turner, Pinnacle’s president and CEO ...

Her practice serves families, business owners and trade unions nationwide and she is joined by wealth associate Casey Mirabile and business development associate Lars Olson. “Linsco provides support ...

Tampa, Fla.-based Independent Financial Partners, a registered investment advisor, recently lured a five-advisor team from Upstate New York—overseeing more than $700 million in client assets—to its ...

IK is acquiring its stake from the founders, the management team and Activa By the end of the year Rhétorès is expected to have approximately €2.7 billion in AUM With IK’s support the group looks to ...