F.L.Putnam Adds $1 Billion Wis. Team Formerly With F/m Investments

Published on September 2, 2026

The acquisition adds new equity investment strategy, capabilities and a six-member team in Milwaukee.

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What If You’re a Financial Advisor Who Isn’t Naturally Empathetic?

September 2, 2026
There is a significant difference between asking advisors to become amateur psychologists and equipping them to facilitate a structured self-discovery process. The first feels overwhelming and inappropriate. The second feels practical, professional, and deeply aligned with the role financial planners are uniquely positioned to play.

What Compliance Officers Need to Know Before Their Firm Deploys AI Agents

September 2, 2026
The firms I see succeeding with AI right now aren't the ones with the flashiest assistants. They're the ones whose compliance officers helped design the architecture instead of it being handed over after the fact. That single change — inviting compliance into the build, not just the review — is the difference between an AI program you can defend and one you're hoping no one ever questions.