Former VestGen CEO Launches New Wealth Firm

Published on October 15, 2026

Valla Wealth is operating as a DBA of The Invictus Collective, a Dynasty-backed firm, using the RIA’s proprietary tech stack and structured notes products.

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Unemployment Insurance Weekly Claims Report

October 15, 2026
In the week ending October 10, the advance figure for seasonally adjusted initial claims was 199,000, an increase of 1,000 from the previous week's revised level. The previous week's level was revised up by 1,000 from 197,000 to 198,000. The 4-week moving average was 198,500, an increase of 250 from the previous week's revised average. The previous week's average was revised up by 250 from 198,000

The Diamond Podcast for Financial Advisors: UBS Breakaways on What It Takes to Move $1B in Just Months

October 15, 2026
After leaving UBS to launch Ox Road Capital, Michael Lee, Steve Armaly, and their partners crossed $1B in AUM in just 225 days. They share how years of client trust, partner alignment and a client-first vision helped make it possible.