Magnificent 7 firm reports earnings after the closing bell but extends AI concerns
Borrowers delay life milestones and retirement readiness suffers—firms can unlock retention with loan benefits.
Report highlights stable ratings, strong capital buffers and steady annuity growth into 2026.
Robust earnings overshadowed as software and AI stocks plunge, leaving advisors to rethink tech exposure.
AWM leader explains why asset managers face shrinking margins despite AUM growth, and how clarity, focused transformation and adaptability will define the industry’s next winners.
The group’s expectation-beating results have not distracted investors from significant US wealth business decline, driven by advisor attrition.
One team has transitioned from LPL to Osaic, while another has taken the opposite route.
House prices are still rising but rental returns may be harder to maximize in the current climate.
Study finds tech gaps, rising AI use, and surging crypto interest challenge advisors’ growth plans.
Survey finds most recent retirees wish they’d saved differently, highlighting advice opportunities.
