An all-women Ohio launch, a Chicago CFP hire, and a third Florida office mark a busy week for independent advisors.
Richardson firm joins as Kestra builds out its platform with new leadership, technology, and expanded planning tools.
Fitch says a higher-for-longer rate environment supports client-cash earnings growth, but cash sorting and funding costs will limit the upside.
New Equifax data reveals a modest but meaningful shift in US consumer financial health, with the economic divide narrowing slightly in Q2 2026.
Goldman's president and COO is expected to replace David Solomon as CEO as soon as 2027, ending a near-decade at the firm's helm.
New model blends public and private markets as demand for alternatives among wealthy clients accelerates.
A dedicated team of 40-plus specialists will serve clients with at least $50 million in net worth.
Shareholder support strengthens even as median pay rises 6% - but outlier awards draw intensifying scrutiny.
Geopolitical shocks and market volatility pushed advisor deal decisions off course, denting third-quarter transaction volume by 19 percent.
A 51% price drop, a lab-grown takeover of the bridal market, and a two-tier split that leaves mid-range natural stones most exposed.
