Record tips and whistleblower payouts highlight SEC’s intensified enforcement push.

But inflation and supply chain risks are still dominating underlying market sentiment.

Consultancy flags rapid shift toward software, data and AI-driven industrial value creation

Firms continue talent push with experienced advisors and multigenerational teams.

Naples-based firm backed by Goldman custody, Dynasty platform after $2.4B team exit.

Meanwhile a $1.5B deal sees Fool Wealth formally join Apollon Wealth Management.

Firm continues recruiting push as experienced advisors seek flexibility, support, and growth.

Breakaway move underscores rising demand for control, ownership, and scalable advisory models.

Compound Planning principal wealth advisor Nicholas Garcia tells InvestmentNews that rapid pre-IPO tender offers are forcing a rethink.

Households cut costs, boost savings, and adopt lasting financial habits amid ongoing pressures.