Perigon Wealth announced the acquisition of Creative Financial Planning Inc. of New York, a firm with approximately $150 million in assets under management (AUM).
Perigon Welcomes Creative Financial Planning To The Team
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Month: June 2024 Articles
Global Market Commentary – May 2024
Global stocks rebounded 4.06% in May to overcome April’s -3.30% slump, bringing the MSCI All Country World Index’s YTD gain to 8.88%. The global benchmark for stocks reached seven all-time highs in May, bringing its 2024 tally to 28 record highs so far this year.
Arthur Ambarik named a finalist for CEO of Year and M&A Leader of the Year
Arthur Ambarik has been named a finalist for CEO of Year and M&A Leader of the Year in the Wealth Management Industry Awards.