Amid Uncertainty, Family Offices Shift Toward Public Equities
By Michael S. FischerNearly half of respondents to a Citi Wealth survey increased their public stock exposure during the year.
September 22, 2026
Osaic to Pay $1.6M Over Unit Investment TrustsAmerican Portfolios, a former unit, failed to supervise recommendations that customers sell before maturity, FINRA states.
September 22, 2026
Kay Lynn Mayhue to Be CEO of Merit Financial AdvisorsFounder Rick Kent will transition to executive chairman, and Zach Mersberger will take over as president.
September 22, 2026
PRO
Efficiency Creator or 'Deal Killer'? David DeVoe Is Watching AIThe M&A consultant also discusses the rise of the "meta RIA" and why private equity in wealth management isn't so bad.
September 22, 2026
Mercer Names Cynthia Loh to New Executive RoleAs chief platform officer, Loh will oversee the operating system that anchors the RIA's client and advisor experience.
September 22, 2026
Ex-Advisor Convicted in Shooting of 3 Palestinian StudentsA Vermont jury finds Jason J. Eaton guilty of three counts of attempted murder.
September 22, 2026
10 Cheap Growth Stocks to Buy Now: MorningstarThese companies have become undervalued as AI-wary investors have pivoted, according to analysts.
September 22, 2026
Hightower Taps Vanguard Veteran as New PresidentMarco De Freitas will help integrate AI and investing; Hightower Signature Wealth named a president and two key leaders.