Q&A: Charlesbank's David Katz on Building RIA Institutions

Published on September 25, 2026

The private equity firm's managing director believes the next chapter for wealth management platforms will be about building cohesive units, rather than aggregating assets.

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Consumer Sentiment Falls Again in September

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Consumer sentiment falls in September for two consecutive months. The final September reading for the University of Michigan Consumer Sentiment Index came in at 48.1. This marks a 7.0% (3.6 points) decrease from August.

Federal Reserve Board announces approval of application by Peoples Bancorp Inc.

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Federal Reserve Board announces approval of application by Peoples Bancorp Inc.