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News

Coldstream names new CEO, enhances leadership amid rapid three-year growth

After beating its growth deadlines, the employee-owned firm is advancing its PE-free strategy with a streamlined executive structure and newly developed roles.

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July 18, 2025
News

Trump ‘Crypto Week’ advances as house conservatives end blockade

Hardliners give way to pressure to approve consideration of bills.

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July 17, 2025
Investment opportunities

Instacart IPO: Latest Updates on Public Debut

Instacart, a leading name in the app-based grocery delivery service sector, marked a significant milestone by officially going public on September 18, 2023. This long-anticipated move comes after a period…

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March 14, 2024
  • News

    Goldman Sachs brings private credit to defined contribution plans

    July 21, 2025 /

    Goldman Sachs’ new private credit fund aims to bring alternatives to 401(k) plans, joining a wave of asset managers targeting the DC market.

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    Trump threats send Wall Street hunting for perfect Powell hedge

    July 21, 2025

    RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

    July 14, 2025

    Trump executive order set to ease path for private assets in 401(k)s, but hurdles remain

    July 17, 2025
  • News

    Could this be your year to make the Hot List?

    July 21, 2025 /

    Don’t miss your chance to be honored among the industry’s best

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    Schwab hails successful quarter as trading activity and client assets hit new highs

    July 18, 2025

    RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

    July 14, 2025

    Big banks begin earnings season, set to beat expectations

    July 14, 2025
  • News

    RIA M&A activity surges to second-quarter record

    July 21, 2025 /

    With 102 transactions logged in the three-month period up to June, Echelon Partners is projecting a new banner year for dealmaking across the industry.

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    Senator Warren presses Empower for more details on PE in 401(k) plans

    July 14, 2025

    Upper-income optimism powers consumer spending, but for how long?

    July 18, 2025

    Coldstream names new CEO, enhances leadership amid rapid three-year growth

    July 18, 2025
  • Advisor

    Cheap Car Insurance In Colorado 2025

    July 21, 2025 /

    Car insurance is getting pricier, but smart Colorado drivers can still save by shopping around. We evaluated 13 auto insurance companies and over 1,600 rates to find the cheapest car insurance in Colorado. We also analyzed rates for drivers ages 20 to 80 for various coverage levels and for drivers with speeding tickets, accidents, poor credit and more. We found a range of savings so be sure to review our data to see which insurer has the lowest rates for your driving profile. The Cheapest Car Insurance Companies in Colorado for Good Drivers Cheapest for… Company Average monthly cost in Colorado Learn more 20-year-olds Colorado Farm Bureau $200 See Plans…

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    Latest HELOC & Home Equity Loan Rates: July 21, 2025

    July 21, 2025

    Money Market Interest Rates Today: July 21, 2025 – Rates At 4.5%

    July 21, 2025

    4 Ways Our Money Mindset Has Changed: From Then To Now

    July 21, 2025
  • News

    Investor hunger for yield drives S&P 500 dividend option growth

    July 21, 2025 /

    Niche corner of derivatives is seeing increased interest in the US.

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    Coldstream names new CEO, enhances leadership amid rapid three-year growth

    July 18, 2025

    Trump tariffs once viewed as punitive now win market approval

    July 16, 2025

    Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

    July 17, 2025
  • News

    Trump threats send Wall Street hunting for perfect Powell hedge

    July 21, 2025 /

    Almost daily attacks on Fed chair are spilling over into markets.

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    RIA M&A activity surges to second-quarter record

    July 21, 2025

    DeVoe: Record-breaking RIA M&A run led by private equity’s consolidator comeback

    July 17, 2025

    Chuck Roberts, ex-star at Stifel, barred from the securities industry

    July 18, 2025
  • News

    Microsoft server software comes under widespread cyberattack

    July 21, 2025 /

    Organizations around the world could be affected by the breach.

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    RIA moves: True North adds $353M California RIA as SageView grows North Carolina presence

    July 14, 2025

    Inflation comes in higher in June as tariffs, housing trends shape outlook

    July 15, 2025

    Trump tariffs once viewed as punitive now win market approval

    July 16, 2025
  • News

    Gold rises with US interest-rate cuts and tariff agenda in focus

    July 21, 2025 /

    Precious metal has climbed more than a quarter so far this year.

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    KKR urges investors to embrace risk assets, hedge weaker dollar

    July 16, 2025

    Stocks rise as US strength, earnings lift optimism: markets wrap

    July 18, 2025

    PPI, Beige Book reveal solid business activity, slightly pessimistic outlook

    July 16, 2025
  • News

    Housing market could become ‘full-blown headwind’ to economic growth

    July 21, 2025 /

    Rents are rising as would-be homebuyers stay on the sidelines.

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    Is tariff impact on inflation, recession risk overplayed? Economists’ survey provides insights

    July 14, 2025

    AI, branding, and social media emerge as key factors in attracting next-gen advisors, J.D. Power finds

    July 16, 2025

    Netflix is at risk of earnings letdown after $250 billion rally

    July 17, 2025
  • Advisor

    Today’s Mortgage Refinance Rates: July 21, 2025 – Rates Hold Steady

    July 21, 2025 /

    30-year fixed refinance mortgage rates remained unchanged at 6.78% today, according to the Mortgage Research Center. Rates averaged 5.7% for a 15-year financed mortgage and 6.64% for a 20-year financed mortgage. Related: Compare Current Refinance Rates !function(){“use strict”;window.addEventListener(“message”,(function(a){if(void 0!==a.data[“datawrapper-height”]){var e=document.querySelectorAll(“iframe”);for(var t in a.data[“datawrapper-height”])for(var r,i=0;r=e[i];i++)if(r.contentWindow===a.source){var d=a.data[“datawrapper-height”][t]+”px”;r.style.height=d}}}))}(); 30-Year Refinance Rates Climb 0.25% Currently, the average rate for a 30-year, fixed-rate mortgage refinance is 6.78%, up 0.25% from a week ago. Borrowers with a 30-year, fixed-rate mortgage of $100,000 will pay $651 per month for principal and interest at the current interest rate, according to the Forbes Advisor mortgage calculator, not including taxes and fees. Over the life of the loan, the borrower…

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    CD Rates Today: July 21, 2025 – Take Home Up To 4.94%

    July 21, 2025

    4 Ways Our Money Mindset Has Changed: From Then To Now

    July 21, 2025

    New CFPB Rule Keeps Medical Debt Off Credit Reports: What You Need to Know

    July 21, 2025
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  • Goldman Sachs brings private credit to defined contribution plans
  • Could this be your year to make the Hot List?
  • RIA M&A activity surges to second-quarter record
  • Cheap Car Insurance In Colorado 2025
  • Investor hunger for yield drives S&P 500 dividend option growth

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Recent Posts

  • Goldman Sachs brings private credit to defined contribution plans
  • Could this be your year to make the Hot List?
  • RIA M&A activity surges to second-quarter record
  • Cheap Car Insurance In Colorado 2025
  • Investor hunger for yield drives S&P 500 dividend option growth
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