Bringing you live news and features since 2006 


Private Client Services signs Bennett & Bennett Financial as Its latest addition


Broker/Dealer and registered investment advisor Private Client Services (PCS) says the advisory firm Bennett & Bennett Financial has joined its broker/dealer platform.

CEO Tony Bennett leads the Bennett & Bennett Financial group, a recently launched dually registered independent financial advisory firm. The firm will start with two Indiana offices; Corydon and New Albany. Both offices will share space with its sister company Bennett & Bennett Insurance Co.

“We are really excited about affiliating with PCS, and bringing to our clients the significant benefits of a truly independent financial advisory practice,” says Bennett. “We appreciate PCS's culture of independence and their willingness to partner at all levels. And to find a Broker Dealer, based right here in Louisville, made it a no brainer. It was just too easy.”

Bennett expects the new PCS partnership to “greatly accelerate our ability to accommodate further growth in the Southern Indiana and Louisville region and to support our clients' needs.”

Ernest Sampson, CEO of PCS, says the firm has known Bennett for a long time and looks forward to levering his credentials in the financial advisory and retirement planning arena. “The Bennett family and Bennett & Bennett Insurance Company have been outstanding civic and corporate leaders in Southern Indiana for decades,” says Sampson. “We are so excited to be partners and to continue to grow with them.”

Before founding Bennett & Bennett Financial, Bennett held a series of senior executive positions in several of the world’s largest Wall Street firms. Among them, Morgan Stanley, UBS, and most recently Wells Fargo Advisors, where he served as Complex Director of Louisville, Kentucky.

Latest News

US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by