Girard, a Univest Wealth Division: Zeroing in On Quality

Published on April 3, 2026

CIO Timothy Chubb lays out the firm’s investment philosophy, from exposure to international equities to extreme caution on evergreen funds.

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Deal & Moves: Integrated Partners Lures $609M BXB from Ameriprise

April 3, 2026
In addition, Cerity Partners adds $1.1B Covenant Partners, EP Wealth pens fourth deal of the year and Savant Wealth splashes out with $6B Exencial.

SEC Claims Deceased Advisor Defrauded Clients of $1.68M

April 3, 2026
The SEC is suing the estate of John Brodacki, alleging he misused clients' funds for personal expenses and luxury items.