Cresset Capital Management, a multi-family office based in New York overseeing more than $250 billion in client assets, has hired Chris Tiano and Nick Smith as managing directors and wealth advisors in its Los Angeles and New York offices, the firm announced Tuesday. Tiano and Smith previously served as directors for Lazard Wealth for about…
<img src=”https://public.flourish.studio/visualisation/29765840/thumbnail” width=”100%” alt=”chart visualization” /> Processing Content The amount of bonds wrapped by insurance declined 18% year-over-year in the first six months of 2026, despite another year of record supply. The top two municipal bond insurers wrapped over $18.012 billion across 819 deals in the first half of 2026, down from $21.97 billion in…
Silicon Valley’s richest companies are hunting for breakthroughs. Here’s how investors could benefit… Listen to the audio version of this article (generated by AI). The first phase of the AI boom rewarded the companies building the technology. Our technology expert Luke Lango thinks the next phase could reward the smaller companies those giants eventually decide…
Key Takeaways By using a combination of free credit score apps, you can monitor your FICO and VantageScore across different credit bureaus to get a comprehensive view of your financial health. Lenders primarily use FICO scores, but it’s important to monitor both. Reviewing your own credit score or report is considered a soft inquiry, meaning…
Running a $22 billion ETF lineup with a distribution team far smaller than the largest issuers means every new fund has to earn its place on the shelf. Key Takeaways: A lean distribution team requires deliberate choices about new product launches. Products built without sales input can create a disconnect between issuers and advisors. Advisors…
Jan van Eck sounds off on the state of markets for the rest of the year and beyond. Morningstar explains why only one of the recent semiliquid funds it rated earned a bronze medalist rating. These are among the investment must reads for financial advisors this week.
In crypto trading, speed is often seen as the main advantage. A user opens an exchange, chooses a trading pair, and executes the order within seconds. For everyday transactions, this works well. But when trade sizes become larger, execution is no longer just about speed. It becomes about price certainty, liquidity, privacy, and settlement control….
Some real estate agents count their days in closings. Neyshia Go counts hers in phone calls—sometimes as many as 140 in a single day. In the latest Realtor.com® video series, which follows a day in the life of top luxury agents, Go gets candid about what it’s like to work at the top end of the industry,…
As inflation continues to squeeze household budgets, parents and students are on a mission to find back-to-school bargains.
Another massive industrial REIT merger is on the table, two logistics heavyweights have announced. French industrial landlord Argan and Belgian firm Warehouses De Pauw are planning to band together, creating a mammoth, pan-European logistics firm worth €13B ($14.8B), the companies announced Thursday. “For more than 25 years, each of us has built a market-leading platform,” Argan founder Jean-Claude Le…