Sanctuary Adds $800M Breakaway From Merrill Lynch

Published on April 17, 2026

Soteris Private Wealth represents the second Merrill breakaway to join $58 billion Sanctuary in as many weeks.

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Stocks Rally as Oil Plunges on Reopening of Hormuz Strait

April 17, 2026
US stocks rallied Friday after Iran said it would open the Strait of Hormuz following the truce between Israel and Lebanon, promising to ease an oil shock that has shadowed the global economic outlook ever since President Donald Trump started the war seven weeks ago.

Survey: Don’t Lose Track of Baby Boomer Clients in Great Wealth Transfer

April 17, 2026
A new survey run by Natixis shows baby boomers are more likely to be switching advisors than their younger peers as they prepare to transfer wealth to inheritors or spouses.