Lido’s purchase from First Western Financial builds out its investment offerings and services to clients.

The traditional “60/40” portfolio of stocks and bonds can be saved with a few modest tweaks.

Resolute Investment Managers, which acquired a minority investment in Ark Investment Management in 2016, is attempting to purchase a controlling stake in the firm.

A 60/40 investment portfolio will earn just 4.2%, down from 5.4%, in coming years, according to JPMorgan Asset Management.

Volatile markets in which stocks move less in lockstep should be a recipe for making money. But much of the industry is struggling, and clients are losing patience.

Private Client Resources and Lobus are teaming up to provide better aggregation on illiquid assets.

“A rotation away from tech, particularly if that’s combined with the traditional energy sector coming back into favor, could spell doom for ESG ETF performance.”