$11B F.L.Putnam Lands Minority Investment from Bixby Wealth

Published on July 29, 2026

F.L.Putnam’s leadership team will remain in place, though 2022 minority investor Emigrant Partners will exit its position with the deal.

Continue reading on website
Other news

Carson Group Acquires $1.76B Wells Fargo Breakaway in NH

July 28, 2026
The deal is Carson Group’s largest wealth addition to date by assets, and adds four advisors to Carson’s W-2 employee channel.

The Great Reimagination, Part 3: Investing in a Fractured Global Economy

July 29, 2026
For many years, globalization felt like a one-way street. Supply chains stretched effortlessly across continents. Companies built “just-in-time” systems that assumed goods, data, and capital would flow smoothly around the world. Investors could buy a global index fund and feel reasonably confident that they were capturing the benefits of ever-closer integration.