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WealthReach, VastAdvisor Join Forces to Tackle Advisor Engagement Troubles

WealthReach, VastAdvisor Join Forces to Tackle Advisor Engagement Troubles

Wealth Management | August 27, 2026

WealthReach and VastAdvisor, an AI organic growth platform, have partnered to provide additional help to advisors in bridging the gap between paid advertising and digital exposure.  Through the partnership, WealthReach would help identify anonymous visitors to various RIAs’ websites, as well as individuals who are actively researching a firm’s services, whether it’s through various platforms,

Simplicity Group Acquires Wealth Firm in Illinois

Simplicity Group Acquires Wealth Firm in Illinois

Direct Investment | August 27, 2026

Simplicity Group Holdings, a financial products distribution firm, has acquired Geneva, Ill-based Wright Wealth Group, bolstering the firm’s footprint in the greater Chicago market.  Wright Wealth Group, founded in 2010, is led by Eric Wright and provides insurance solutions, index and Fixed annuities, wealth and estate planning, health benefits and personal lines coverage.  As part

Markets Seek Warsh’s Rate Road Map at Jackson Hole

Markets Seek Warsh’s Rate Road Map at Jackson Hole

Central Bank Watch | August 27, 2026

Federal Reserve Chair Kevin Warsh will take center stage Friday at the Jackson Hole Economic Policy Symposium, where investors want a clearer explanation of how the central bank plans to return inflation to 2% and whether higher Treasury yields reduce the need for another rate increase. This year’s symposium theme, “Financial Innovation: Implications for Payments

Balentine Acquires Valuation Growth Advisory to Expand Family Office Capabilities

Balentine Acquires Valuation Growth Advisory to Expand Family Office Capabilities

Direct Investment | August 27, 2026

Balentine has acquired Alpharetta, Georgia-based Valuation Growth Advisory in an all-stock transaction, adding business-advisory services to its family-office platform for entrepreneurs and multigenerational families. Tom Matthesen, VGA’s founder, will become head of Business Advisory within Balentine’s Family Office Solutions group. He will work alongside Mark Bell, Balentine’s chief strategy officer and head of family-office solutions,