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What’s happening at Cerity Partners—announcements and media appearances

VIEW ALL Articles & Interviews Awards Interviews Media & Press Press Releases
Press Releases Jul 8, 2026

Cerity Partners Names Will Peng as Chief Innovation Officer

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Press Releases Jul 1, 2026

Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners

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Press Releases Jun 1, 2026

Cerity Partners Expands Tax and Accounting Capabilities with Merger of Allmon, DiBernardo & Associates

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Press Releases May 19, 2026

Cerity Partners Ranked #1 on Barron’s 2026 Top 100 Institutional Consulting Teams List

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Press Releases Apr 30, 2026

Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open

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Press Releases Apr 20, 2026

Cerity Partners Announces Partnership with insightsoftware to Scale Workplace Solutions Offerings for Executives

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Press Releases Apr 1, 2026

Cerity Partners Announces Merger with Covenant Partners

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Press Releases Mar 2, 2026

Cerity Partners Announces Merger with Running Point Capital Advisors

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Press Releases Mar 2, 2026

Cerity Partners Announces Merger with Edge Financial Advisors

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Press Releases Feb 11, 2026

Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients

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Here are some valuable insights to read before your meeting

Ben Pace and Joseph Matus

Economic and Market Outlooks

Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook

July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: July 2026 Economic and Market Outlook

July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…

Darrick Priester

Partner & Director of Risk Management

Individuals and Families

The Tax Drag Hiding in Your Long-Term Financial Plan

July 9, 2026 - You’ve saved diligently. You have an IRA, a 401(k), and maybe an annuity. But there are decisions embedded in common retirement account structures that many…

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