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CORRECTION - Binah Capital Group Announces PKS Investments as Finalist in Two Categories for the 2025 Wealth Management Industry Awards

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Binah Capital Group (NASDAQ: BCG) announced that its subsidiary PKS Investments has been named a finalist in two categories for the 2025 Wealth Management Industry Awards. PKS is recognized in the Transition Support/Transition Services category for its excellence in advisor transition solutions, and its leader Katherine Flouton is nominated for Chief Executive of the Year. PKS has successfully supported thousands of advisor transitions through its high-touch service model and operational excellence. The Wealth Management Industry Awards, in its 11th year, honors outstanding achievements in supporting financial advisor success. Winners will be announced at a ceremony in New York City on September 4th.
Binah Capital Group (NASDAQ: BCG) ha annunciato che la sua controllata PKS Investments è stata selezionata come finalista in due categorie per i Wealth Management Industry Awards 2025. PKS è riconosciuta nella categoria Supporto alla Transizione/Servizi di Transizione per l'eccellenza nelle soluzioni di trasferimento degli advisor, mentre la sua leader Katherine Flouton è stata nominata per il premio Chief Executive of the Year. PKS ha supportato con successo migliaia di transizioni di advisor grazie al suo modello di servizio personalizzato e all'eccellenza operativa. I Wealth Management Industry Awards, giunti all'undicesima edizione, celebrano i risultati eccezionali nel supporto al successo dei consulenti finanziari. I vincitori saranno annunciati durante la cerimonia a New York il 4 settembre.
Binah Capital Group (NASDAQ: BCG) anunció que su subsidiaria PKS Investments ha sido seleccionada finalista en dos categorías para los Premios de la Industria de Gestión Patrimonial 2025. PKS es reconocida en la categoría de Apoyo a la Transición/Servicios de Transición por su excelencia en soluciones para la transición de asesores, y su líder Katherine Flouton está nominada como Directora Ejecutiva del Año. PKS ha apoyado con éxito miles de transiciones de asesores mediante su modelo de servicio personalizado y excelencia operativa. Los Premios de la Industria de Gestión Patrimonial, en su 11ª edición, honran logros sobresalientes en el apoyo al éxito de los asesores financieros. Los ganadores serán anunciados en una ceremonia en la ciudad de Nueva York el 4 de septiembre.
Binah Capital Group(NASDAQ: BCG)는 자회사 PKS Investments가 2025년 자산 관리 산업 시상식에서 두 부문에서 최종 후보로 선정되었다고 발표했습니다. PKS는 어드바이저 전환 솔루션의 우수성으로 전환 지원/전환 서비스 부문에서 인정받았으며, 리더인 Katherine Flouton은 올해의 최고경영자(Chief Executive of the Year) 후보로 지명되었습니다. PKS는 맞춤형 서비스 모델과 운영 우수성을 통해 수천 건의 어드바이저 전환을 성공적으로 지원해왔습니다. 11회째를 맞는 자산 관리 산업 시상식은 금융 어드바이저의 성공을 지원하는 뛰어난 업적을 기립니다. 수상자는 9월 4일 뉴욕시에서 열리는 시상식에서 발표됩니다.
Binah Capital Group (NASDAQ : BCG) a annoncé que sa filiale PKS Investments a été sélectionnée finaliste dans deux catégories pour les Wealth Management Industry Awards 2025. PKS est reconnue dans la catégorie Support à la Transition/Services de Transition pour son excellence dans les solutions de transition des conseillers, et sa dirigeante Katherine Flouton est nominée au titre de Chief Executive of the Year. PKS a soutenu avec succès des milliers de transitions de conseillers grâce à son modèle de service personnalisé et à son excellence opérationnelle. Les Wealth Management Industry Awards, à leur 11e édition, récompensent les réalisations remarquables dans le soutien à la réussite des conseillers financiers. Les gagnants seront annoncés lors d'une cérémonie à New York le 4 septembre.
Die Binah Capital Group (NASDAQ: BCG) gab bekannt, dass ihre Tochtergesellschaft PKS Investments für die Wealth Management Industry Awards 2025 in zwei Kategorien als Finalist nominiert wurde. PKS wird in der Kategorie Übergangsunterstützung/Übergangsdienstleistungen für seine herausragenden Lösungen bei Beraterwechseln anerkannt, und die Leiterin Katherine Flouton ist für den Chief Executive of the Year nominiert. PKS hat durch sein persönliches Service-Modell und operative Exzellenz erfolgreich tausende Beraterwechsel begleitet. Die Wealth Management Industry Awards, die in diesem Jahr zum 11. Mal vergeben werden, ehren herausragende Leistungen zur Unterstützung des Erfolgs von Finanzberatern. Die Gewinner werden bei einer Zeremonie am 4. September in New York City bekannt gegeben.
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- Dual Recognition Underscores Binah’s Unmatched Commitment to Leadership and Operational Excellence -

NEW YORK, June 06, 2025 (GLOBE NEWSWIRE) -- In a release issued under the same headline on Thursday, June 5th by Binah Capital Group (Nasdaq: BCG), please note that the last sentence of the first paragraph has been revised. The corrected release follows:

Binah Capital Group, Inc. (“Binah Capital”) (NASDAQ: BCG), a financial services enterprise supporting the growth of independent financial advisors, today announced that PKS Investments (“PKS”), a Binah Capital Group company, has been named a finalist in two categories for the prestigious 2025 Wealth Management Industry Awards (“The Wealthies”). The categories are Transition Support / Transition Services, recognizing PKS’s excellence in advisor transition solutions, and Chief Executive of the Year, recognizing Katherine Flouton of PKS Investments.

This dual recognition underscores Binah’s unmatched commitment to leadership and operational excellence in supporting independent financial advisors through critical growth and transition stages.

With decades of experience and a proven, scalable process, PKS has successfully supported thousands of advisor transitions, helping firms navigate change with confidence, clarity, and continuity. Through high-touch service model, operational excellence, and strategic leadership, PKS has redefined the benchmark for transition support within the wealth management industry.

"We are incredibly proud to see Katherine Flouton and PKS Investments recognized among the industry’s top innovators," said 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."

Now in its 11th year, the Wealth Management Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.

A panel of judges made up of top names in the industry, led by WealthManagement.com director of editorial strategy and operations David Armstrong, chose the finalists and will determine the winners, which each year recognizes the firms and individuals who are bringing new innovations to market that make a real difference to the daily activities of financial advisors. Winners will be announced at a gala and awards ceremony in New York City on September 4th.

About Binah Capital Group
Binah Capital Group (“Binah Capital”, “Binah” or the “Company,” is a financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors. As a national broker-dealer aggregator, Binah specializes in delivering value through its innovative hybrid-friendly model, making it an optimal platform for RIAs navigating today’s complex financial landscape. Binah’s portfolio companies are built to help advisors run, manage, and execute commission-based business seamlessly while providing best in class resources to support their advisory practice. We don’t just offer tools—we cultivate partnerships. Binah Capital Group stands alongside RIAs as a trusted ally, delivering the structure, flexibility, and cutting-edge solutions they need to succeed in an increasingly competitive marketplace. For more, please visit: www.binahcap.com.

About Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling Investments (PKS) is a leading independent broker-dealer offering comprehensive support services for financial advisors nationwide. PKS’s flexible affiliation models, operational precision, and client-first philosophy enable advisors to deliver outstanding service while growing their businesses with confidence.

Contact:

Binah Capital Investor Relations
ir@binahcap.com

Binah Capital Public Relations
media@binahcap.com


FAQ

What awards is PKS Investments nominated for in the 2025 Wealth Management Industry Awards?

PKS Investments is nominated in two categories: Transition Support/Transition Services and Chief Executive of the Year (Katherine Flouton) at the 2025 Wealth Management Industry Awards.

Who is Katherine Flouton and what is she nominated for?

Katherine Flouton is the leader of PKS Investments, a Binah Capital Group company, and she is nominated for Chief Executive of the Year at the 2025 Wealth Management Industry Awards.

When will the winners of the 2025 Wealth Management Industry Awards be announced?

The winners will be announced at a gala and awards ceremony in New York City on September 4th, 2025.

What services does PKS Investments provide to financial advisors?

PKS Investments provides transition support services to independent financial advisors, helping them navigate change with confidence through a high-touch service model and operational excellence.
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