VestGen Wealth Partners: A Tech Stack Designed for Planning, Efficiency

Published on May 11, 2026

Rob Bondiman explains how $8 billion VestGen works with its vendors to fuel its proprietary financial planning process.

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The Business Owner’s Succession Timeline: Planning Your Exit, Step by Step

May 11, 2026
For business owners, your company is more than an asset; it’s your livelihood, your legacy, and often your largest source of wealth. Yet too many owners delay succession planning until it’s urgent, limiting options and potentially eroding value. A well-structured exit isn’t a last-minute decision; it’s a multi-year strategy.

Edelman Claims Prime Capital Advisors Solicited Clients Despite Court Order

May 11, 2026
In its latest motion, Edelman called for a “broader, emergency order” after alleging an Edelman planner jumped to Prime Capital and tried to take clients with him.