Cleaning Bones for Day of the Dead
Practitioners of an annual ritual to clean deceased relatives’ bones are grappling with a new challenge: tourists. Jack Nicas, our Mexico City bureau chief,…
&Partners Adds Two More Wells Fargo Teams
David Kowach’s &Partners has recruited Gerardi Wealth Management and Arrowhead Private Wealth, with a combined $1.5 billion in pre-hire AUM, from his former firm.
Shutdown Stalls SEC Work on Private Credit in Retirement Plans
The SEC, in partnership with the Labor Department, hasn’t been able to make much progress on the issue due to staff furloughs, SEC Chairman…
Fueling Dreams for Disabled Athletes: Scott Stackman’s $29M Legacy of Hope
Scott Stackman is the 2025 Invest in Others Lifetime Achievement Award Winner
Sennheiser’s Awesome Wireless Earbuds Are Almost Half Off
These high-end earbuds sound great, and have a much-needed discount.
OpenAI Says Hundreds of Thousands of ChatGPT Users May Show Signs of Manic or Psychotic Crisis Every Week
OpenAI released initial estimates about the share of users who may be experiencing symptoms like delusional thinking, mania, or suicidal ideation, and says it…
Primerica Accuses Osaic Of Running Corporate Raids ‘Under Cover of Darkness’
In a lawsuit in a Georgia federal court, Primerica Financial Services alleged that Osaic conspired with Primerica advisors to breach employment contracts.
NMG Study: Hybrid Advisors Best Positioned to Leverage Convergence
While RPAs without wealth struggle to maintain margins.
Zephyr’s Adjusted for Risk: Navigating M&A – Integrating Investment Philosophies
Zephyr's Ryan Nauman and Wescott Financial Advisory's Mark McCarron discuss the process of merging investment philosophies during firm acquisitions including the importance of cultural…
Equitable Buys Stifel’s $9B Independent Advisor Unit
Equitable will bring Stifel’s 110 advisors to its wealth business, adding heft to its already fastest-growing segment.