RIA Caprock Makes 2nd Acquisition to Date with $4B Austin-Based Team

Published on July 14, 2026

Venturi Private Wealth will operate under the Caprock brand in exchange for the $16B RIA's family office capabilities.

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Mariner Partners With Humanity Labs for AI Workforce

July 14, 2026
The $630 billion RIA is deploying Humanity Labs' AI workforce across operations in a five-year deal, marking a shift from experimentation to production.

GUG: Worried About Inflation? Try Active Short Duration Bonds

July 14, 2026
Given how crucial the fixed income sleeve can be to one’s portfolio, the recent concerns over inflation have caused many advisors and investors to rethink how they go about their exposure. This includes debating over active and passive funds, and reevaluating the type of bond duration that is most attractive at this moment.