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Summit Financial adds $1.2b RIA Signet Financial Management

by Released | Mar 19, 2026

Summit Financial, an investment advisory firm offering integrated wealth management and planning services, in collaboration with Merchant, has announced the addition of Signet Financial Management, a $1.2 billion New Jersey–based registered investment adviser, to its platform.

When housing policy becomes political theater: The 21st Century ROAD to Housing Act

by Geoffrey Dohrmann | Mar 19, 2026

Last week, the U.S. Senate passed the 21st Century ROAD to Housing Act by an overwhelming bipartisan margin. At first glance, that alone should inspire confidence. Housing affordability is one of the most pressing economic and social challenges in the country, and Congress rarely agrees on anything — let alone something this consequential.

LPL Financial welcomes Consilium Wealth

by Released | Mar 19, 2026

LPL Financial has announced that advisers Stephen Horvath, Brady Doe and David Hermann have joined LPL Financial’s broker-dealer and registered investment adviser (RIA) platform to form Consilium Wealth.

Walton Global announces senior leadership hires in capital markets

by Released | Mar 19, 2026

Walton Global, a land asset management and global real estate investment firm, has announced the appointments of Grace Garby as senior vice president, capital markets – Northeast and Jonathan Dease as executive vice president, national accounts.

Nuveen’s EQuilibrium Global Institutional Investor Survey: Institutional Investors identify AI, energy transition and deglobalization as key megatrends reshaping investment strategy

by Released | Mar 18, 2026

Institutional investors worldwide are recalibrating their investment approaches as three powerful megatrends — artificial intelligence (AI), energy transition and deglobalization — reshape the global economic landscape, according to preview results from Nuveen’s sixth annual EQuilibrium Global Institutional Investor Survey.
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