Binah Capital Partners with Bleakley Financial Group to Strengthen RIA Model
Binah Capital Group, Inc., a leading financial services enterprise, announced that Bleakley Financial Group, an RIA managing over $10 billion in assets, has chosen PKS Investments as its friendly broker-dealer. This collaboration aims to support Bleakley’s hybrid business model while providing essential resources for sustained growth and independence.
PKS Investments: Empowering Independent Advisors
1. Support for Hybrid RIAs
- PKS Investments, a subsidiary of Binah Capital, is designed to help independent RIAs like Bleakley strengthen their hybrid business model.
- This partnership offers access to scale, infrastructure, and advisor-focused resources to maintain operational efficiency.
2. Advisor-First Platform
- PKS Investments delivers high-touch servicing, compliance expertise, and flexibility tailored for dually licensed RIAs.
- Seamless integration with top custodians enables advisory firms to grow while maintaining their independence.
Binah Capital’s Open-Architecture Platform
“We are thrilled to welcome Bleakley Financial Group to the Binah family. This partnership validates the strength of our open-architecture platform and the confidence that leading entrepreneurial firms place in us.”
— Craig Gould, CEO, Binah Capital Group
- The collaboration highlights Binah Capital’s role as a strategic ally for independent financial advisors.
- Binah’s platform offers both infrastructure and scale without compromising client autonomy, fostering long-term growth.
The partnership between Bleakley Financial Group and PKS Investments reflects a growing trend in the RIA industry, where firms are seeking flexibility and independence while benefiting from the support of a robust platform. Binah Capital continues to lead in providing personalized, scalable solutions to empower independent financial advisors.
