Deals & Moves: Kestra Gets $866M Merrill Breakaway

Published on October 24, 2025

In addition, Cetera adds from LPL, former Commonwealth advisors join Osaic and Raymond James, family office Certuity expands its institutional wealth practice, and Creative Planning makes its 14th acquisition in two years.

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Inflation Since 1872: A Long-Term Look at the CPI

October 24, 2025
The Consumer Price Index for Urban Consumers (CPI-U) release for September puts the year-over-year inflation rate at 3.01%. The latest reading keeps inflation below the 3.72% average since the end of the Second World War for a 28th straight month. Additionally, for an 8th consecutive month, inflation sits below the 10-year moving average which is at 3.08%.

Social Security COLA Disappoints Senior Groups (Again)

October 24, 2025
The anticipated monthly benefit boost of $56 failed to impress groups like the AARP and Social Security Works.      Related StoriesSocial Security Claiming: How One Widow Maximized Her BenefitsAre Your Clients Sitting in ‘Junk IRAs'?FP Alpha Launches NextGen Tax Insights Service