Private Equity in 401(k)s Isn’t as Smart as It Seems: The Editorial Board

Published on June 6, 2025

The White House is seriously considering the proposal, at the behest of some of the country’s largest financial firms.

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Deals & Moves: Diversify Adds $450M RIA to Affiliate Model; Merit Acquires First Utah RIA

June 6, 2025
In addition, Steward opens an Arizona office with the acquisition of a $225M RIA; Mariner brings on a $1.4B firm with professional athlete clients; and $8B Perigon recruits an advisor from Merrill Lynch.

Financial Repression Won’t Make Interest Rates Lower

June 6, 2025
The federal government, financial markets and most Americans are all in a state of denial about interest rates.