Leah Bennett, chief investment strategist at Concurrent Investment Advisors, says holiday sales should hold up despite softer expectations, noting that sluggish payroll growth is weighing slightly on the lower-end consumer but overall spending looks steady heading into Black Friday.
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
