MARKETS IN 5
Stocks edge up as yields climb on Election Day
STOCKS
S&P 500 ends three-day losing streak with 0.4% gain
RATES
Treasury yields rise as 10-year climbs to 4.95%
ECONOMY
Job openings rise to 7.52 million in September
EARNINGS
AMD and Arista rise after hours on results
COMMODITIES
Oil falls on US-Iran diplomacy hopes, metals slip
Miles Ashford, Markets Correspondent · Read it in five minutes
FROM THE NEWSROOM
Nevis seeks AI agents able to move money while Schwab keeps outside tools read-only
InvestmentNews reported that Nevis wants AI agents that move money and act on accounts, while Schwab's AI access for outside tools remains read-only for now.
Grant Whitmore, Moves Correspondent
Larry Raffone takes executive chairman role at Aligned Wealth, the RIA his son leads
WealthManagement.com reported that Larry Raffone, former CEO of Edelman, is joining the tech-forward firm his son Nick leads as president and CFO, alongside founders Gregory Pool and Pat Dwyer.
Grant Whitmore, Moves Correspondent
Carson Group adds Marietta Wealth Management, $1.6B in assets under advisement
Carson Group said Marietta Wealth Management, a four-partner Georgia RIA, joined its integrated channel as a Carson Wealth office, with about $1.6 billion in assets under advisement.
Vivian Cole, Deals Correspondent
Hightower's Signature Wealth adds $9 billion Altium practice
Altium Wealth, with more than $9 billion in assets under management and a 10-person investment team, joins Hightower Signature Wealth, lifting the division above $50 billion, the firm said.
Grant Whitmore, Moves Correspondent
THE WIRE
INVESTMENTNEWS
Democrats take Congress: what it means for your clients
FINANCIAL PLANNING
The top 20 fee-only RIAs ranked by AUM in 2026
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WINTHROP & CO.
FORGIVABLE LOANS
Negotiating a forgivable loan: the terms that actually move
Forgiveness cadence, carve-outs, production thresholds and jurisdiction, in the order to ask for them.
READ THE ANALYSIS
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FINANCIAL PLANNING
'Don't trade the election': Advisors steady clients through midterm anxiety
INVESTMENTNEWS
Client optimism sinks to 2026 low, CFP Board survey finds
MOVES · WEALTHMANAGEMENT.COM
People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of Data
MOVES · INVESTMENTNEWS
Nevis wants AI agents that act. Schwab says not yet
HEAT INDEX · 24 HOURS
1. LPL Financial 2 stories
2. Hightower 2 stories
3. Carson 2 stories
4. Beacon Pointe 2 stories
5. CAPTRUST 2 stories