Corient Acquires $10.7B European Wealth Manager

Published on April 16, 2026

Following its acquisitions last year of two U.K.-based wealth managers, Corient expands its global footprint with the acquisition of Geneva-based Bedrock Group.

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CE Providers Call for Transparency on CFP Board Reporting Fees

April 16, 2026
Continuing education providers are suggesting the CFP Board include its reporting fee costs in the Board’s annual certification dues for clients, though a spokesperson says the Board “is not passing on additional costs to certificants.”

The Diamond Podcast for Financial Advisors: Building Trust and Credibility in a $7B Multi-Family Office

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Wen Nottebohm of Cresset joins Mindy Diamond to share the next gen perspective: how advisors can design their own growth path, earn credibility among UHNW clients, the value of mentors, the influence of AI and more.