RIA Edge Podcast: Behind the Largest Wirehouse Breakaway with OpenArc’s Jim Kaufman

Published on June 23, 2026

OpenArc's Jim Kaufman discusses what led the firm to transition nearly 130 associates and 70 advisors from Merrill to an independent firm.

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Richmond Manufacturing Index: Flat Activity in June

June 23, 2026
Fifth district manufacturing activity was flat in June, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index fell nine points points to 4, marking the third consecutive positive reading. This month's reading was below the forecast of 8.

13 Investment Must Reads for This Week (June 23, 2026)

June 23, 2026
The Space X IPO contributed to a $83 billion inflow into U.S. equities. An Apollo private credit fund received redemption requests for 17% of its AUM, but the demand was largely driven by non-U.S. investors. These are among the investment must reads for financial advisors this week.