Governor Waller says continued disinflation could justify keeping rates steady at the Fed's September meeting, seemingly in contrast with Chair Warsh's Jackson Hole tone.
Average 401(k) balances jumped 10.5% last quarter and small business retirement plan enrollment kept climbing, according to new Fidelity data.
New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
The new investment in Flourish represents another shot in the growing competition for cash management and private-banking business in the independent RIA space.
The fee-only RIA's ninth deal of the year builds on record 2026 M&A activity and a minority staking investment from Hamilton Lane.
The Lynnfield RIA enters the Midwest a second time, adding a specialist Milwaukee equity team to its investing platform.
The two growth-focused RIAs have named new client experience executives as scaling RIAs across the industry pursue ambitions with investments in talent.
Casey Jorgensen departs Dynasty Financial, which also supports Cyndeo, to lead recruiting, M&A and organic growth as the $3.7 billion firm pushes into its next phase.
Minneapolis-based mega-RIA adds a $376 million hybrid RIA from Raymond James as its own $7 billion sale process reportedly plays out in the background.
Atlanta-based RIA taps former LPL executive John Rajes to unify systems as the firm looks to build on its 61-acquisition growth record.
