Integrated Partners on Building a ‘Forever Company’

Published on July 6, 2026

The founder-owned RIA has recruited $4 billion in assets this year, appealing to advisors who want to avoid private equity-backed firms and maintain autonomy.

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Where Stock Picking Still Pays: Adding Dispersion to the Rotation Graph

July 6, 2026
Every sector chart tells you where the crowd is. Almost none tell you the thing a stock picker actually needs to know: Inside a given sector, how much room is there to beat the average name?

Empower Completes Convergence With Milliman Acquisition

July 6, 2026
The $340 million deal adds 750,000 DC and 780,000 DB participants, positioning Empower to cross-sell wealth services while integrating workplace benefits with retirement.