2+ day, 3+ hour ago   (536+ words) Chicago-based Arete Wealth, Inc. has moved to formalize its capital markets ambitions, launching a standalone investment banking division and tapping a two-decade veteran of the sector to run it. The new unit, Arete Capital Partners, will operate as a dedicated…...

2+ day, 23+ hour ago   (457+ words) Advisors got a preview of this week's inflation picture Thursday as the Producer Price Index rose 0.4% in August, matching forecasts. But the more consequential number — the Consumer Price Index – lands Friday, and could tip the scales on next week's Fed…...

3+ day, 14+ hour ago   (530+ words) U.S. companies paid $186.8 billion in dividends in the second quarter of 2026, with core dividend growth reaching 8.7% and median dividend growth at 5.5% That’s according to Capital Group's Dividend Watch (a quarterly component of its Global Equity Study released in August 2026) which tracks…...

3+ day, 32+ min ago   (584+ words) In what's been an eventful week of recruitment in the wirehouse world, JPMorgan, Merrill, and Wells Fargo announced a slew of hires, representing an in-channel churn of advisors managing more than $2 billion across the East and West Coasts. J.P. Morgan Wealth…...

3+ day, 12+ hour ago   (387+ words) Baird has added Jesse Wilson, AWM, CFP, as a director and financial advisor to its wealth management office in Chandler, Arizona. Wilson comes from Edelman Financial Engines, where he managed approximately $220 million in client assets, and brings more than 27 years…...

3+ day, 19+ hour ago   (440+ words) Envestnet, the Bain Capital-backed wealthtech platform used by more than a third of the country's financial advisors, has signed a definitive agreement to acquire Vestmark, a portfolio management and trading technology provider that counts some of the wealth industry's largest…...

3+ day, 22+ hour ago   (709+ words) Two wealth management firms operating within the RFG Advisory community have merged to create WFA Volare, a unified practice managing more than $750 million in client assets across Louisiana and surrounding markets. The transaction brings together WFA, which carries nearly 30 years…...

4+ day, 2+ hour ago   (909+ words) The largest pools of capital in the world are sitting on a gap between intent and action and a new research report maps exactly what sits in between. The CPP Investments Insights Institute, the research arm of Canada Pension Plan…...

4+ day, 17+ hour ago   (311+ words) Fitch Ratings reported that its U.S. Private Credit Default Rate rose to a record 6.1% for the trailing 12 months ending in July 2026. Another recent analysis from the Wall Street Journal found that loan defaults at funds managed by Ares Management, Blackstone, Blue…...

4+ day, 18+ hour ago   (593+ words) With some investors in illiquid private credit funds this year seeking liquidity, the Blackstone Private Credit Fund, known as BCRED, told customers before the holiday weekend it was capping withdrawals from the fund at half of investors seeking to sell…...