Wealth Practice

The Weekly Brief
  • 1 day ago

The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...

Kroll and StepStone Group Launch Private Credit Benchmarks
  • 1 day ago

A new industry standard for faster, more precise and confident decision-making in private capital markets New York, NY – September 8, 2025 – Kroll, the leading independent provider of global fin...

QQQM: Innovation for the long term
  • 1 day ago

The Invesco NASDAQ 100 ETF’s (QQQM) exposure to innovative companies, attractive value, and tax efficiency may appeal to equity investors looking for long-term growth.

Active Insights Podcast with CS McKee: “It’s best we take one step forward and be patient and get really a better handle on just how long this uptick in inflation will last.”
  • 1 day ago

Mark Goodwin, CEO of North Square Investments discusses fixed income investing for capital preservation and the investment approach of CS McKee with Brian Allen, Senior Vice President and Portfolio...

Insights for Not-for-Profit Pension Plans
  • 1 day ago

Three main factors are clouding the outlook for nonprofits: changes in tax policy, government funding cuts, and macroeconomic shifts.

George Goudelias Featured in FA Magazine
  • 1 day ago

George Goudelias, CIO – Leveraged Finance, was recently interviewed by Financial Advisor Magazine on the current state of the leveraged loan market and what role loans can play in a diversified por...

Seattle
  • 1 day ago

The commercial real estate market for data centers is driven by AI, enterprise, and hyperscalers; state tax exemptions and providers offering dense power solutions attract occupiers in the Puget So...

Denver
  • 1 day ago

Explore Denver's thriving data center market with 27 online facilities offering 15 MW of power, plus ongoing colocation development and sales tax incentives for data center construction.

Jumpstart the retirement income conversation
  • 5 days ago

In our research, we found three-quarters of plan participants wanted their plan sponsors to start the retirement income conversation earlier.