Chad Maggard of the Johnson Investment Counsel tells InvestmentNews why the most overlooked risk in wealth transfer is not financial.
Strong 2025 returns haven’t translated into allocations as advisors cite education and perception gaps.
Software rivals are not the only businesses that could be impacted, leading to questions for portfolio managers.
Unified pre- and post-investment data and analytics aim to sharpen decisions for private markets allocators.
Record inflows and structural shifts show active ETFs becoming a core tool for advisors.
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.
