24-01221.pdf
Anonymous (not verified)
Houthi militants in Yemen on Monday declared a maritime embargo against Saudi Arabia effective immediately, threatening to exacerbate the oil supply disruption triggered by Iran’s attacks on tankers in the Strait of Hormuz. The Houthis have repeatedly threatened to close the Bab el-Mandeb Strait during the U.S.-Iran war. The strait is a choke point for…
Jan van Eck sounds off on the state of markets for the rest of the year and beyond. Morningstar explains why only one of the recent semiliquid funds it rated earned a bronze medalist rating. These are among the investment must reads for financial advisors this week.
Jay Clayton appears before the Senate Intelligence Committee during his confirmation hearing on Capitol Hill July 15, 2026 in Washington, DC. Aaron Schwartz | Getty Images The Senate on Tuesday evening is scheduled to vote on Jay Clayton, President Donald Trump‘s pick for director of national intelligence, a role that would grant him access to…
CBiz Inc., a national financial and advisory service provider, announced Thursday the launch of the CBiz Retirement Advantage PEP, a pooled employer plan for middle-market businesses. CBiz is the 3(16) fiduciary and 3(38) investment manager for the PEP, according to its website. According to CBiz’s announcement, the PEP has a “level of oversight and discipline…
Women’s wealth Gender is the other axis reshaping the succession conversation. Women currently make up just 12% of the global ultra-wealthy population, a proportion that has climbed only modestly, from 8.2% in 2016 to roughly 10.2% today. But Altrata’s report forecasts that share will nearly double to 19% by 2040, driven by expanding opportunities for…
Clay Cowan IRA Financial Trust Co., a retirement platform for self-directed retirement clients, appointed Clay Cowan as CEO last week; his predecessor, Tyler Northrup, has transitioned to president and chief operating officer. The company’s retirement platform has more than $8 billion in assets and more than 27,000 accounts. According to the announcement, Cowan and Northrup…