Creative Planning CEO Has No Interest in Going Public

Published on June 12, 2026

The mega RIA's leader prefers employee ownership over an IPO, citing strategic flexibility and long-term focus as key reasons for staying private.

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JPMorgan Hires Goldman Banker for Prepay Energy Bond Deals

June 12, 2026
JPMorgan Chase & Co.’s public finance department hired a Goldman Sachs Group Inc. banker to specialize in prepay energy deals, marking a major hire for the team as the firm ramps up its work in the sector.

How These ETFs Offer Current Income Without Sacrificing Performance

June 12, 2026
At a time when the cost of living is rising and market volatility appears to be rising, too, investors may be looking for current income to bolster their portfolios. Current income can especially help investors at or near retirement to adapt to retired life.