Deals & Moves: EP Wealth, Captrust Pen 3rd Deals of 2026

Published on February 27, 2026

In addition, Prime Capital announces two more recruits from Edelman Financial Engines, who are the subject of a legal dispute, and Raymond James lands two Commonwealth advisors

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Behind the Launch of Altura Wealth After 28 Years at an Insurance Brokerage

February 27, 2026
Repp Lambert and B.J. Crook made the leap from Northwestern Mutual to launching an RIA after their practice shifted from insurance into planning and advice, sidestepping broker/dealer and large RIA recruiting efforts along the way.

Treasury Yields Snapshot: February 27, 2026

February 27, 2026
The yield on the 10-year note finished February 27, 2026 at 3.97%, its lowest level in four months. Meanwhile, the 2-year note ended at 3.38%, its lowest level since August 2022.