Deals & Moves: Concurrent, Sanctuary Land Merrill Breakaways
Concurrent Stakes Former Merrill Advisor to Launch RIA Concurrent Investment Advisors, a hybrid registered investment advisor with a 1099 affiliation model, has provided a minority stake to a former Merrill Lynch…
Bill Ford on the secret to American innovation | 60 Minutes
Bill Ford, descendant of Henry Ford and executive of one of the nation’s oldest automakers, says the secret American innovation goes beyond technology. It’s about building opportunities and community. Source…
Getting ready for the 250th anniversary of the Declaration of Independence | 60 Minutes
Getting ready for the 250th anniversary of the Declaration of Independence | 60 Minutes – CBS News Watch CBS News The upcoming celebration of the 250th anniversary of the Declaration…
Read Zephyr PSN’s Outlook for 2026 on SMAs for Investing
Zephyr, a subsidiary of Informa plc (LSE: INF), and a recognized leader in asset and wealth management software, has released its highly anticipated PSN Outlook for 2026. Asset management firms were…
I tried a Cricut machine for a month and I can’t believe here’s everything I’ve been able to make
While I love writing as a hobby and for my job, art was one of my favorite subjects in school. I still know my way around a pair of scissors,…
U.S. Bank Pens Wealth Management Deal With NFL
U.S. Bank announced this week that it has signed a multi-year agreement to become the official bank and wealth management sponsor of the National Football League. In conjunction with the…
Private Placement BDCs Meet 74% of Redemption Requests
Private placement BDCs paid $1.2 billion in redemptions in the first quarter of 2026, meeting 74% of investor requests, according to a new report from Robert A. Stanger & Company.…
Brian Hooker leaves Bahamas to be with ailing mother as search for wife continues
Amid the ongoing search for his wife, Brian Hooker has left the Bahamas to see his ailing mother, his attorney told CBS News. Hooker plans to return to the…
Defense Business Brief: Doubling down on C-UAS; Hypersonic flight; Could AI help the Navy build hulls faster?
The Pentagon wants to buy almost $1 billion—$994.1 million to be precise—worth of counterdrone tech in 2027, according to budget documents. The request, under other Army procurement for counter-small unmanned aerial…
The WealthStack Podcast: The AI Coworker with Sam Sova
Everyone in wealth management says they’re using AI right now. But if we’re being honest, most of it still looks like faster note taking, cleaner CRM updates or slightly better…
















