Monday, November 2, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Private credit's tax hangover is giving investors buyer's remorseWM Callie Cox Leaves Ritholtz for Plancorp Strategy RoleIN Accelerated Wealth Partners strikes staking deal for $5B Pallas CapitalIN Wells Fargo bumps up pay hurdle for advisorsWM Q&A: REITs Bounce Back in OctoberWM Risks to AI Capex from Overestimating DemandFP Why Morgan Stanley is turning advisors loose to build their own AI agentsWM BOK Financial Sues Ex-Advisors Over Cerity MoveIN SEC charges advisor over retirees' leveraged ETF losses at United PlannersWM $1B Beacon Financial Moves to Osaic's W-2 Channel from Private Client Services

Moves

Callie Cox Leaves Ritholtz for Plancorp Strategy Role

By Diana Britton · WealthManagement.com ·

Image: WealthManagement.com

Former Ritholtz market strategist Callie Cox has joined Plancorp Wealth Management, where she'll partner with CIO Peter Lazaroff on investment strategy and research.

Summary as published by WealthManagement.com
Read the full story at WealthManagement.com →

Financial ADVSR links to reporting from across the industry. This story was reported by WealthManagement.com. Financial ADVSR is not affiliated with WealthManagement.com. Updated every 10 minutes.

The full wire →