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Ex-Schwab CEO Walt Bettinger Joins Private Equity Firm
Published on April 1, 2025
Bettinger, now a senior advisor to Clayton Dubilier & Rice, will remain Schwab's co-chairman.
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10 Investment Must Reads for This Week (April 1, 2025)
April 1, 2025
In his annual investor’s letter, BlackRock CEO Larry Fink focused on the growing trend of offering private markets access to the wealth channel. Morningstar took a hard look at some of the new access points for private credit. These are among the investment must reads we found this week for wealth advisors.
Gas Prices Surge to 5-Month High
April 1, 2025
Gas prices rose for a second straight week, surging to their highest level since October. As of March 31st, the price of regular and premium gas were up 5 and 6 cents from the previous week, respectively. The WTIC end-of-day spot price for crude oil closed at $71.48, up 3.4% from last week.