Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Dealmakers, distributors and support platforms all moved to strengthen their independent advisor footholds this week.
Equifax Q2 2026 data shows total consumer debt stabilizing at $18.25 trillion, with delinquency rates improving across mortgages, auto loans, and credit cards.
Homebuyer numbers drop to an all-time low, mortgage rates climb to a one-year high, and rent costs squeeze families, while homeowner equity hits a record $18 trillion.
Bill Ackman's return to a stock that once cost him $400 million suggests that Wall Street is warming back up to the world's largest streaming platform.
The Atlanta-based RIA has now completed nine acquisitions in 2026, with six of those coming from Commonwealth Financial Network's former advisor base.
Half of small business owners want their company's success to fund generational wealth, says Guardian Life research.
New model portfolios give financial advisors flexibility to personalize client allocations while keeping expense ratios at a fraction of the industry average.
New Principal Financial data reveals 69% of US employers say staff are postponing retirement, with inflation cited as the primary driver amid rising AI optimism.
Nuveen's Brian Griggs on funding allocations, managing liquidity, and identifying which clients are truly ready for private assets.
