$6B UBS Breakaway Team Launches Indie RIA

Published on November 14, 2025

The newly formed 71 West Capital Partners will use BNY Pershing for custody, clearing and related services.

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5 Engaging Ways to Speak With Wealthy Clients About Giving

November 14, 2025
National Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.      Related StoriesHow to Prioritize Charitable Planning With ClientsHow 'Invisible Intelligence' Powers Client RelationshipsGenworth Plans to Offer Market-Linked Long-Term Care Benefits

Treasury Yields Snapshot: November 14, 2025

November 14, 2025
The yield on the 10-year note finished November 14, 2025 at 4.14%. Meanwhile, the 2-year note ended at 3.62% and the 30-year note ended at 4.74%.