New research shows healthcare costs driving retirees’ financial anxiety for 2026, urging advisors to expand retirement planning beyond savings alone.
RIA deal volume hits new high as aging advisors, PE capital and client demands fuel consolidation.
Firms expand footprints and partner rosters as advisors weigh scale, succession and support.
Meanwhile $6B RIA Sowell completes its transition from founder-run business.
Wilshire’s Mark Perry tells InvestmentNews that performance gaps among alt managers are widening, leaving RIAs and investors with little room for error in private markets.
Investors weigh intervention risks, shifting Fed expectations, political uncertainty as the US dollar’s long bull run shows fresh signs of strain.
New research shows confidence high, comprehensive plans lacking among Gen X investors.
Private equity urgency, valuation resets and selective financing are reviving deal momentum, but realism on price remains key.
Record household asset movement is reshaping where advisors win, lose, and grow in 2026.
Home equity surges but wealth transfer recipients are likely to benefit rather than the wider US housing market.
