Vestmark Opens AI Research Center for Wealth Management

Published on July 1, 2026

The facility will focus on developing AI-enabled solutions for portfolio management, trading, tax optimization and advisor workflows at the firm.

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Three Focus Financial RIAs Merge to Form $10B Firm

July 1, 2026
Coastal Bridge Advisors combines with Waddell & Associates and One Charles Private Wealth, creating an entity with 72 professionals and eight offices across the country.

S&P Cotality Case-Shiller Index: Home Price Growth Remains Constrained

July 1, 2026
Home prices fell for a second straight month in April according to the S&P Cotality Case-Shiller index, as the housing slowdown intensifies. On a seasonally adjusted basis, the national index dropped 0.1% month-over-month and was up 0.8% year-over-year.