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There is a lot of marketing material being pushed out these days touting registered investment advisors’ expertise with upper-high-net-worth clients. But for alternative investment manager Investcorp, its first foray into the wealth space focuses on another growing segment: the mass affluent who need financial advice. “There’s still plenty of opportunity to build something and scale…
Listen to the article 6 min This audio is auto-generated. Please let us know if you have feedback. The following is a guest post from Moira Conlon, founder and CEO at Financial Profiles. Opinions are the author’s own. At the height of the public markets, there were roughly 8,000 publicly listed companies in the U.S….
Why did I just buy my first bond ever, after years of being 100% invested in stocks? It comes down to a single number: 5.2%. That’s the highest 30-year Treasury yield we’ve seen since 2007, and it’s reshaping the calculus for every other investment out there. In this month’s First Friday economic update, I break…
The Trump administration is moving ahead with its efforts to fire Federal Reserve governor Lisa Cook, two months after the Supreme Court allowed her to retain her job while she fights the president’s effort to terminate her over mortgage fraud allegations that she has denied. The justices in a 5-4 decision in June said Cook, who was…
Samenstelling van de treasury van Eightco op 5 augustus 2026: 90 miljoen dollar aan OpenAI-aandelen (indirect), 18 miljoen dollar aan aandelen in Beast Industries, 16.278 ETH, bijna 302 miljoen WLD-tokens en 142 miljoen dollar aan liquide middelen en kasequivalenten, goed voor een totale waarde van ongeveer 378 miljoen dollar Eightco nam onlangs deel aan de…
Financial literacy is becoming a key feature in the competition for the next generation of banking customers. Google’s latest Wallet update reflects that shift, introducing parent-managed accounts that allow children to make purchases while parents set limits and monitor activity. Google Wallet will now allow parents to establish a balance for children under 18, complete…
Goran13/iStock via Getty Images By Jennifer Nash The latest employment report showed that 23,000 jobs were shed in July, compared to June’s 20,000 gain. This figure was significantly lower than the projected addition of 85,000 jobs. Meanwhile, the unemployment rate ticked down to
Rockefeller Capital Management has recruited a 14-person team in Ohio to Rockefeller Global Family Office, the firm’s wealth management division. Jones Wealth Partners joins Rockefeller after more than four decades with Merrill Lynch, where they managed about $2 billion in assets under management, according to Forbes. The move allows Rockefeller to expand its Ohio footprint,…
Just over half of accountants report being “highly satisfied” with their jobs, according to an ongoing survey — and perhaps just as important, the sources of dissatisfaction in the profession are becoming clearer and clearer. The preliminary results of the 3rd Annual CPA Career Satisfaction Survey, which were released at last week’s Bridging the Gap…
BOGOTÁ, Colombia, Aug. 7, 2026 /PRNewswire/ — Ecopetrol S.A. (BVC: ECOPETROL; NYSE: EC) (the “Company” or “Ecopetrol”) announces that, in connection with the merger by absorption between Ecopetrol S.A., as the surviving company, and Parque Solar Portón del Sol S.A.S., as the absorbed company (the “Merger”), approved by Ecopetrol’s General Shareholders’ Meeting on March 27, 2026,…