Sequoia Financial Acquires $2.3B AUM Colorado Firm

Published on September 1, 2026

BSW Wealth Partners, founded in 1992, has offices in Boulder and Denver.

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Indexing Redefined, Part II: Core, Value, & Growth Exposure

September 1, 2026
In Part I of Indexing Redefined, the foundational strategies comprising Research Affiliates’ fundamental indexing methodology (RAFI) were introduced. More specifically, the article explained how fundamental indexing differentiates itself from a traditional market-cap-weighted approach, and the risks involved in tying portfolio weights directly to stock prices.

Truist, Fifth Third Pause Sales Tied to Walter’s Biggest Insurer

September 1, 2026
Regional lenders Truist Financial Corp. and Fifth Third Bancorp. have paused distribution of products tied to billionaire financier Mark Walter’s biggest insurance firm, according to people with knowledge of the decisions.