CFP Board names Martin Seay as 2026 board chair-elect
The distinguished academic and former president of the Financial Planning Association is set to take the helm in 2027.
Advisor moves: NewEdge Wealth, Whittier Trust welcome seasoned senior advisors
Patrick McGlothin steps in as managing director at NewEdge from Morgan Stanley, while Kiley Barnhorst MacDonald brings 30 years’ experience to her new role at Whittier Trust.
Vestmark, BlackRock, iCapital, and Dynasty forge four-way private market partnership
The collaboration will give RIAs yet another access point into the alternatives space through a new unified managed account capability.
DeVoe: Record-breaking RIA M&A run led by private equity’s consolidator comeback
A drop in interest rates and easier access to capital has reignited appetite among private equity-backed consolidators, who accounted for 53% of RIA deals so far this year- their highest share since 2021 according to DeVoe & Company.
Trump raises pressure on Powell while calling firing ‘unlikely’
“Unless he has to leave for fraud”.
Trump ‘Crypto Week’ advances as house conservatives end blockade
Hardliners give way to pressure to approve consideration of bills.
Netflix is at risk of earnings letdown after $250 billion rally
“Everybody is expecting the second half to be really strong,” says PM.
Ultra-rare metal rides AI boom as commodities star performer
You’ve probably never heard of this outperforming metal.
Middle-income households under pressure as finances are squeezed
Financial resilience is at risk as cost of living strains budgets.
Fintech bytes: Advisor360, Nitrogen unveil AI updates for advisor productivity
Also, Advisor CRM announces a new data integration partnership to ease the pain of client onboarding.
