Barron’s published its first advisor ranking in 2004 to shine a spotlight on the nation’s best wealth managers and raise standards in the industry.
Barron’s Names Jeremy Paul #35 For The State of Florida In Their 2024 Advisor Ranking
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Month: March 2024 Articles
Global Market Commentary February 2024
Global stocks soared 4.29% in February to bring 2024 returns to 4.90% YTD. The MSCI All Country World Index closed the month at an all-time high.
Perigon Wealth Management Welcomes Two Advisor Firms with Combined $375 Million in AUM
Perigon Wealth Management announced it has acquired Blue Water Capital Management LLC and Lumin Financial LLC. The firms have collective Assets Under Management (AUM) of approximately $375 million in AUM.