Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors, says Walmart’s latest earnings highlight continued pressure on lower-end consumers, but also underscore strong digital growth and improving margins tied to AI initiatives.

Leah Bennett, Chief Investment Strategist at Concurrent Investment Advisors, says Walmart’s latest earnings highlight continued pressure on lower-end consumers, but also underscore strong digital growth and improving margins tied to AI initiatives.


Goldman’s RIA Custody Making Gains on Name Recognition, UHNW Focus Goldman Sachs is still a nascent entrant in the RIA custody market, but the brand

July 1, 2026 Wealth management is quickly becoming a team sport, with more than half of financial advisors now working on teams, according to research