Eagles Team Up with Janney

Published on July 31, 2025

The two Philadelphia-based groups will focus on promoting conversations about the importance of financial planning.

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Deals & Moves: Choreo Recruits Growth Head From Edelman; $3B Cherry Creek Hires John Hopkins' CIO

July 31, 2025
In other people moves, SEI hires for a new role of head of people, culture from outside financial services, and Truist bolsters its Florida wealth team with advisors from firms including Bank of America, Merrill Lynch, and Morgan Stanley.

The Hidden Risk in Wealth Planning: Why Health Insurance Needs a Closer Look

July 31, 2025
For wealthy families, health insurance is often treated as an afterthought—until it becomes a costly mistake. Here’s how advisors can close the gap.