Insurance

• 000028 Nov 04, 2026 Blue Owl Merger Valuations Face Shareholder Challenge as Software Loans Come Under Scrutiny A shareholder complaint questions Blue Owl’s $4.278 billion merger valuations, citing rate exposure, AI competition and steep declines in two software...
• 000029 Nov 04, 2026 Modera Wealth Adds $750 Million Newport Beach Firm in First West Coast Expansion RS Crum brings Modera its first Southern California office, 250-plus households and a nine-person team as the $20 billion firm expands its acquisition...
• 000030 Nov 04, 2026 Integrated Private Wealth Adds Four Roles for Business Owner Advisory Integrated Private Wealth expands its planning, research and operations team as it builds services for families approaching or emerging from a company...
• 000031 Nov 04, 2026 Cleros Wealth Launches With $3.61 Billion After UBS Breakaway The 11-person Fort Worth team brings $3.61 billion to a new independent firm backed by Elevation Point, with client continuity central to the transiti...
• 000032 Nov 04, 2026 Johan Vako Puts Holistic Planning and Team Service at the Center of Wealth Management The 2026 Rising Star works with about 100 client relationships and leads a team of roughly 15, pairing broad financial planning with a focus on servic...
• 000033 Nov 04, 2026 California’s Prop 40 Debate Puts Residency, Valuation and Liquidity in Focus Prop 40’s uncertain fate has advisers weighing residency records, private-company valuations and the cash demands a one-time wealth tax could create.
• 000034 Nov 04, 2026 Musk’s SpaceX Share Pledge Puts Children’s Investing Habits in Focus A proposed SpaceX share for every American child could start a family conversation about investing, but advisors say habits matter more than returns.
• 000035 Nov 04, 2026 Raymond James and LPL Add Wealth Teams With More Than $1 Billion in Client Assets Raymond James brings a four-advisor Ohio team with more than $700 million; LPL adds a Pennsylvania practice reporting about $390 million.
• 000037 Nov 04, 2026 Four Wealth Management Deals Show Different Paths to Scale and Succession Four acquisitions pair advisory firms with larger platforms through succession planning, regional expansion, advisor development and integrated tax an...
• 000038 Nov 04, 2026 U.S. Home Price Growth Slows as Mortgage Rates and Regional Risks Weigh U.S. home prices rose 1.7% year over year in September, but monthly declines and Cotality’s 0.9% forecast point to weaker momentum.
• 000039 Nov 03, 2026 Client Optimism Falls to 38% as Financial Planners Turn More Cautious Only 38% of clients have a positive financial outlook, while planners report weaker confidence and continued growth in their practices.
• 000090 Nov 03, 2026 Fragment’s Charlie Tang Focuses on Testing AI Agents for Procurement Work Fragment uses simulations built from production data to assess whether its procurement agents can handle complex business workflows reliably.
• 000040 Nov 03, 2026 Nevis Seeks Active AI Access at Schwab as Custodian Starts With Read-Only Tools Nevis wants AI agents to handle advisor operations on Schwab’s platform. Schwab is keeping access read-only while it builds confidence and safeguards.
• 000041 Nov 03, 2026 Beacon Pointe Adds $637 Million ACT Wealth and Airline Pilot Expertise ACT Wealth brings $637 million in assets and a specialty in airline pilot retirement planning as Beacon Pointe expands its advisory platform.
• 000087 Nov 03, 2026 Brent Spot Pricing and Diesel Costs: Why Physical Oil Markets Matter The source identifies Brent as a physical-market price, a distinction that matters when comparing oil benchmarks with futures and fuel costs.
• 000042 Nov 03, 2026 ZoomInfo Funds Allege RPO Practices Masked Customer Risks as Executives Sold $1.2 Billion in Stock Three Harbor Capital funds allege ZoomInfo overstated subscription health as executives sold more than $1.2 billion in stock. The claims remain untest...
• 000043 Nov 03, 2026 Vanderbilt Securities Ends Relationship With Advisor After Trade and Recordkeeping Allegations Gregory Ricker’s departure follows allegations involving about 365 trades and more than $192,600 in losses and commission refunds. Two customer compla...
• 000044 Nov 03, 2026 Carson Group Adds $1.6 Billion Marietta Practice in Atlanta Expansion The four-partner Georgia firm joins Carson Wealth as the company expands its integrated offices and builds out ownership paths for advisors.
• 000045 Nov 03, 2026 Mesirow Names Shawn Beber CEO as It Expands Wealth and Retirement Services Shawn Beber will lead Mesirow as the firm builds its wealth and retirement businesses through acquisitions, new hires and expanded fiduciary services.
• 000046 Nov 03, 2026 Hightower Signature Wealth Passes $50 Billion After Adding Altium Wealth Altium’s addition pushes Hightower Signature Wealth past $50 billion in assets and expands its Northeast reach as the platform shifts toward integrati...