Naperville. IL-based Calamos Investments is prepping its Long/Short Fund to launch in the next month or so.
According to a
Calamos
A spokesperson for Calamos declined to comment on the firm’s latest offering.
Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.
Also, Independent Financial Partners secures a $700M team from Commonwealth/LPL, and NewEdge Capital names a new CEO.
Paid sabbaticals, employee ownership and a philosophy-first culture have helped Bailard top this year's Best RIAs to Work For list.
This year, 60 RIAs made the cut. See the firms that advisors say excel in culture, leadership and the benefits that matter most.
A new report from Cerulli notes big differentiating factors for firms that specialize in working with clients with $20 million or more to invest.
As deadlines loom, firms juggle tax-driven client work with retreats, reflection and recalibrating the business for 2026.
