Deals & Moves: RIA Concurrent Stakes Asset Manager; Homrich Berg Now HB Wealth

Published on August 21, 2025

In addition, RWA expands further into California with a $344 million acquisition and fixed income provider SPGF hires growth head to expand RIA reach.

Continue reading on website
Other news

Zillow Home Value Index: "Real" Home Values Continue to Fall

August 21, 2025
Home values fell for a fifth straight month in July, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values dropped for a 15th consecutive month, hitting their lowest level since April 2021.

Debate: Should 401(k) Tax Breaks Be Curtailed?

August 21, 2025
Current benefits related to DC plans will cost the government $1.4 trillion in revenue over 10 years.