Leah Bennett, chief investment strategist at Concurrent Investment Advisors, said thast Friday’s jump in benchmark Treasury yields particularly impacts mortgage rates and small-cap companies that are ‘constantly having to borrow money.’
Family Offices’ AI Risk, Custodian Conferences And Storytelling For M&A
May 20, 2026 By: WSR Newsroom Family Office’ AI Risk, Custodian Conferences And Storytelling for M&A Plus Our Wealthtech and Deals & Recruiting Roundups,
