RIA Edge Podcast: Building an Integrated Wealth Management Firm with Mike LaMena

Published on September 8, 2026

Wealthspire's Mike LaMena, CEO details how the firm is bringing together private wealth, institutional advisory, retirement services and family office capabilities as it continues to grow.

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Merrill Lynch Poaches Morgan Stanley, Truist, Wells Advisors with Combined $1.8B

September 8, 2026
In a day of recruitment wins, Bank of America’s Merrill Lynch announced the addition of an advisor team from Morgan Stanley and solo advisors from Truist and Wells Fargo.

World Markets Watchlist: September 8, 2026

September 8, 2026
Six of the nine indexes on our world markets watch list posted year-to-date gains through September 8, 2026.