A ‘just right’ moment for munis
After a two-year period of inversion, the muni yield curve is back in a more natural position – and poised…
Advisor moves: UBS exodus continues as Merrill makes additions in California, Texas
Meanwhile, an experienced Connecticut advisor has cut ties with Edelman Financial Engines, and Raymond James’ independent division welcomes a Washington-based…
Osaic ponies up $9.8M to settle clients’ lawsuit involving real estate, alternatives
Osaic has now paid $17.2 million to settle claims involving former clients of Jim Walesa.
Muni ETF inflows are beating mutual funds by two-to-one in 2025
Nearly $20 billion has gone into municipal fixed-income ETFs so far this year, with retail and institutional investors being drawn…
Elevation Point expands Goldman Sachs tie-up to broaden services for partner RIAs
The RIA platform with a focus on minority staking partnerships has selected Goldman as a primary provider for lending, direct…
RIA giant Mercer matches 2024 deal count, lays groundwork for Idaho expansion
Oregon-based Eagle Wealth Management and Idaho-based West Oak Capital give Mercer 11 acquisitions in 2025, matching last year’s total.
International expansion: A complex opportunity for financial advisors
Wealth managers are seeking more opportunities abroad with foreign branches and ex-pat clients. Here’s what they have to say about…
RIA moves: CW Advisors scores a double in Pennsylvania, Apella Wealth makes Chicago debut
Osaic-owned CW Advisors has added more than $500 million to reach $14.5 billion in AUM, while Apella’s latest deal brings…
$2.5B Validus Capital partners with Merchant to chase multi-family office ambitions
The up-and-coming Los Angeles-based RIA is looking to tap Merchant’s resources to strengthen its alts distribution, advisor recruitment, and family…
Over 450 economists back Cook, Fed independence in open letter
The signatories supporting the Federal Reserve governor currently in President Trump’s crosshairs include Nobel laureates, esteemed academics, and ex-Fed economists.