1+ day, 19+ hour ago   (265+ words) Citigroup is set to bring in Adam Clark as its head of wealth planning – Clark will join the financial services giant from JP Morgan, where he has served as global head of trusts and estates since 2016. Prior to joining JP…...

2+ day, 4+ hour ago   (464+ words) Three advisors who work closely with UHNW families — Erik Bjerke of OpenArc Corporate Advisory, Helen Andreoli of Great Diamond Partners, and Brian Gately of Anchyra Partners — shared how these meetings have evolved, and why getting them right matters as much…...

2+ day, 17+ hour ago   (520+ words) Mesirow Fiduciary Solutions, the Chicago-based outsourced fiduciary arm of independent financial services firm Mesirow, has agreed to acquire the plan-level 3(38) investment management business of flexPATH Strategies, LLC. It marks the company's second strategic deal in the outsourced fiduciary space in 2026 and…...

2+ day, 1+ hour ago   (502+ words) US consumer debt held largely steady in the second quarter of 2026, with total outstanding balances reaching $18.25 trillion; a signal that the credit market may be finding its footing after years of post-pandemic expansion, according to new data from Equifax. The…...

2+ day, 4+ hour ago   (949+ words) The US housing market is sending contradictory signals according to several data releases this week. Homeowner equity has never been higher, but the pool of active buyers has never been smaller, mortgage rates are at a one-year peak, and renting…...

2+ day, 17+ hour ago   (469+ words) Raymond James has appointed Elyn Davis as senior vice president of client experience for its RIA & Custody Services division, tapping the 29-year Charles Schwab veteran to lead a planned succession amid chief operating officer Michelle Sovcik's planned retirement. Davis spent…...

2+ day, 18+ hour ago   (467+ words) LPL has announced that Matt Roberts and Kent Voges have joined Frontline Investment Advisors, an LPL Financial-affiliated firm powered by 15 Wealth. Roberts and Voges, who worked together for 24 years, moved their Tampa-based practice from Valic Financial Advisors, now known as…...

2+ day, 19+ hour ago   (730+ words) Guggenheim Partners CEO Mark Walter has sold his majority stake in the Los Angeles Lakers, coming as federal regulators investigate potential financial improprieties at insurance and annuities companies owned by Walter. On Aug. 12, multiple reports confirmed that former Disney CEO…...

2+ day, 20+ hour ago   (605+ words) Average pay for chief executives at S&P 500 companies climbed to a record $22.8 million in 2025, a 21 percent jump from the year before, according to new data from the American Federation of Labor and Congress of Industrial Organizations. The figure, reported…...

2+ day, 20+ hour ago   (580+ words) With ranks and lists of top financial advisors more prominent than ever as cash-hungry business publications look to generate marketing revenue, a leading business magazine and website, Forbes, has fired a leading editor who took $6 million in an undisclosed payment…...