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Perigon Wealth Management Names Maria Daley, CFP®, Head of Advisor Success & Integration
Perigon Wealth Management LLC today announced the appointment of Maria Daley, CFP®, as Head of Advisor Success & Integration. In this newly created role, Daley will be responsible for ensuring advisors have access to the full scope of the firm’s resources and further enhancing the Perigon platform with added support offerings.
Global Market Commentary April 2024
Global stocks broke a five-month winning streak by falling 3.30% in April, but the MSCI All Country World Index fell remains up 4.63% YTD.
Perigon Makes USA Today’s Best Financial Advisory Firms
The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.
A Game Plan To Protect Players Selected In NFL Draft
Over the next few weeks, 224 people will start a very high-paying job. Due to the risks and competition inherent in this industry, a vast majority will be employed in this field for just a few years.
CIO Quarterly Update – Q2 2024 Stop Waiting for a Goldilocks Moment
We are a little over a year out from the collapse of Silicon Valley Bank, and it is interesting to reflect on how markets have fared since that time. The US equity market is up over 26%1 over the last year and has soared to reach new all-time market highs in 2024.
Global Market Commentary March 2024
Global stocks closed out March up 3.14%, the fifth straight month of gains with Q1 returns up 8.2%. The MSCI All Country World Index had its best opening quarter return since 2019, and finished March at an all-time high, the 21st of this year.
Perigon Wealth CIO Rafia Hasan Featured Speaker Spring 2024
Chief Investment Officer Rafia Hasan CFA, CFP® will share her market insights and expertise at several upcoming wealth management events.
Perigon Celebrates CEO Arthur Ambarik, President & Partner, Jeremy Paul and Partner, Marc Specht In Making Forbes Best-In-State Wealth Advisors 2024 List
Volatile but rising markets, with a heavy measure of election year uncertainty are a good environment for the 8,507 seasoned wealth managers populating the sixth annual Forbes/SHOOK Best-in-State Wealth Advisors ranking.
Barron’s Names Jeremy Paul #35 For The State of Florida In Their 2024 Advisor Ranking
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.
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.
Perigon Welcomes Prudeo Partners
Perigon announced the acquisition of Prudeo Partners, a wealth management firm with offices in Reading, Pennsylvania and West Columbia, South Carolina with approximately $425 million in total client assets…