corporation-finance

Helping clients become more financially successful is a multi-faceted process, but much of it ultimately comes down to implementation. The challenge is that for clients (and advisors themselves!), “implementation” is more than ‘just’ point-and-go, where a direction is determined, then everyone executes perfectly. Instead, motivating clients towards action requires multiple steps of goal-setting, then dissecting…

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study from The Ensemble Practice finds that while surveyed advisory firms posted profit margins in excess of 38% for fiscal year 2025 (a figure up nearly 15 percentage points over the past decade),…

Long-term real returns above 10% annualized are exceedingly rare.

(Bloomberg) — Most couples wait until they’re engaged to talk about prenuptial agreements. Michelle Kaiser brought it up on the fourth date. The 38-year-old, who works in fintech, had more complex investments than her future husband, including derivatives and leveraged funds. That, she said, reinforced the importance of talking openly about finances and long-term goals. It didn’t faze her date: The…

The acquisition marks RMH’s second add-on since partnering with Rotunda Capital Partners in February 2025 Top Shelf founder Tim Neroni will remain onboard to lead the Ohio operation RMH Systems, a portfolio company of Rotunda Capital Partners, has acquired Top Shelf, a Columbus, Ohio-based material handling integrator. No financial terms were disclosed.

K&L’s existing senior management team is continuing with the company and are investing alongside Argosy in the transaction K&L was founded in 1997 Argosy Private Equity has acquired a controlling stake in K&L Freight Management, a St. Charles, Illinois-based third-party logistics provider. No financial terms were disclosed. K&L specializes in time-sensitive, mission-critical freight services for…

Since its founding in 1957, GreenShield has been a nonprofit, focused on responding to the evolving healthcare and insurance needs of Canadians, while pursuing its social mission of Better Health for All. The fourth largest Canadian private health and dental insurer, with 7.5 million Canadians served, has a nonprofit structure that allows the organization to…

Stock Chart IconStock chart icon Dell Technologies Inc. ($DELL) Stock “Michael and Susan Dell, they are truly incredible,” Trump said Monday of the Dells, who were in the Oval for the event marking the launch of the administration’s tax-advantaged investment vehicles for U.S. kids. Trump, who has disclosed actively trading Dell shares, said he wants…

AI is no longer a side bet for most enterprises—it’s quickly becoming core to how products are built, decisions are made, and work gets done. That shift is colliding with a hard physical reality: the compute behind modern AI runs hot, dense, power-hungry—and remains scarce. It’s pushing data center operators to deliver far more capacity,…

Strategists at the investment bank outlined five key drivers for global equities in the months ahead