– **Binah Capital Group’s PKS Investments Recognized for Leadership and Excellence in Wealth Management** –
NEW YORK, June 6, 2025 – Binah Capital Group (Nasdaq: BCG) is making waves in the financial services sector. PKS Investments, a Binah Capital Group company, has just been named a finalist in two crucial categories for the prestigious 2025 Wealth Management Industry Awards (“The Wealthies”). This dual recognition underscores the company’s commitment to empowering independent financial advisors. The announcement comes as a strong indicator of Binah’s strategic vision.
PKS Investments is a finalist for its outstanding Transition Support/Transition Services, which highlights their expertise in assisting advisors through career transitions. Additionally, Katherine Flouton, of PKS Investments, is a finalist for Chief Executive of the Year, underscoring her leadership within the organization. This double nod from the industry speaks volumes about the quality of the company’s operations and its commitment to excellence.
PKS Investments has a proven track record. With extensive experience and a scalable process, PKS has successfully aided thousands of advisor transitions, helping them approach change head-on with confidence and clarity. The firm’s service model, operational prowess, and strategic vision have set a new standard for transition support within the wealth management landscape.
“We are incredibly proud to see Katherine Flouton and PKS Investments recognized among the industry’s top innovators,” stated Craig Gould, Chief Executive Officer of Binah Capital Group. “These nominations reflect our unwavering commitment to empowering independent advisors with the leadership, infrastructure, and flexibility they need to thrive in an evolving landscape.”
The Wealth Management Industry Awards, now in its eleventh year, specifically spotlights achievements by companies and individuals that advance the success of financial advisors. Finalists were chosen by a panel of industry experts, led by WealthManagement.com’s director of editorial strategy and operations. The winners, who are those bringing innovative solutions to the forefront, will be revealed at a gala and awards ceremony in New York City on September 4th.
About Binah Capital Group
Binah Capital Group is transforming the financial services industry. The firm owns and operates a network of leading companies that empower independent financial advisors. Binah’s hybrid-friendly model is particularly attractive for RIAs navigating today’s complex financial environment. Binah delivers commission-based business solutions, creating a platform for sustainable growth. Binah Capital doesn’t just provide tools; it cultivates partnerships. The company positions itself as an ally, providing independent advisors with the resources and guidance they need to excel in a competitive financial market.
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