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]
Bleakley Financial Group Chooses PKS Investments, a Subsidiary of Binah Capital Group, as Broker-Dealer for Hybrid Advisory Services