Steward Partners Execs Reflect on 12 Years of Growth

Published on October 31, 2025

The financial services firm sailed past $40 billion in AUA and aims to double the business in short order.

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Women Embrace Frugality, Prioritize Savings: Fidelity

October 31, 2025
Four in 10 women surveyed said they have cut spending on nonessential activities over the past year, research finds.      Related StoriesAre Your Clients 'Soft Switching' to a New Investment Account?Vestmark Set to Distribute Capital Group Model PortfoliosFemale Supervisor Sexually Harassed JPMorgan Chase VP, Lawsuit Claims

Confluence Asset Allocation Quarterly

November 1, 2025
We continue to hold gold across all strategies, viewing it as a strategic asset. Central banks remain steady buyers, underscoring gold’s role as both a store of value and an inflation hedge.