Pimco's President Says Wealth Firms Running Shy of Private Credit
By Sharon KlyneWealth managers are beating a retreat from private credit and ramping up a search for alternatives, says Christian Stracke.
August 18, 2026
PRO
How to Keep Clients Out of Medicare Plan DramaSome years, all paths are pleasant. That's probably not the case this year.
August 18, 2026
SEC Proposes Some Registration Exemptions for Crypto OfferingsOfferings up to $5 million would be exempted for four years and offerings up to $75 million would be exempt for 12 months.
August 18, 2026
Dynasty Closed on Over $200M in Private Market FundsIndependent advisors "are hungry for differentiated private-market opportunities typically only available to the world's largest investors," said CEO Shirl Penney.
August 18, 2026
FINNY Launches 'Pay-as-You-Grow' Fee ModelEden Ovadia, the prospecting platform's CEO and co-founder, says the change was prompted by advisor feedback.
August 18, 2026
FINRA Suspends Rep for Forging Client Initials, SignatureMark J. Hudec initialed brokerage account opening forms and signed an advisory account form, an order states.
August 18, 2026
July CFP Exam Turnout Sets RecordThe CFP Board cheered the diversity and the number of women among the 3,621 test-takers.
August 18, 2026
PRO
How One Advisor Fixed a Special-Needs Estate PlanJeffrey Llewellyn helped his clients ensure their autistic daughter would be supported for life without losing her government benefits.