Veteran Advisor Duo Managing $316M In Indiana Leaves Stifel For Raymond James

Published on August 12, 2026

Advisors Michael Rose and Scott Gillespie operate as Pathway Advisory Group.

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Merit Financial Advisors Acquires $900M Commonwealth Team

August 12, 2026
With the addition of The Bridgeway Group, Merit Financial Advisors has now acquired Commonwealth teams overseeing about $4.7 billion in client assets.

Asking the Right Questions

August 12, 2026
Investors, strategists, and market professionals cannot know exactly when interest rates will change, in which direction, or by how much. That does not mean we should ignore economic data, geopolitical developments, policy decisions, or consumer behavior. Those factors matter. But the number of variables and the ways in which they interact make consistently predicting interest rate turning points