People Moves: $62B RIA Clearstead Hires M&A Head

Published on April 23, 2026

In addition, Raymond James hires an ETF strategy head from Dimensional Funds, Cetera taps a growth lead from Fidelity, Harbourfront Wealth CEO names his replacement, and Rossby hires a compliance chief.

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U.S. Bank Drafts NFL, Wirehouse Veteran Steven Israel to Wealth Management Team

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Steven Israel, who had been at J.P. Morgan after a career playing cornerback in the NFL, will focus on working with professional athletes.

Maybe You’re Not Bullish Enough

April 23, 2026
The last few months have felt like a stress test.Corrections, geopolitical headlines, people on CNBC telling you the end is near… it’s hard not to carry some of that weight around in your portfolio. Caution feels safer than conviction right now.And I understand why. Nobody wants to lean into the market right before the rug pulls.But I read the latest Goldman Sachs US Strategy Views piece from Ben