Magnificent 7 shares are firmly in the spotlight this week as firms unveil earnings, plans
Cerulli finds tech stacks now central to advisor productivity, retention, and recruiting battles.
Research shows unprecedented active ETF launches and inflows reshaping advisor allocations.
Q1 2026 investor pulse shows steady optimism, rising portfolio inertia and sector shifts.
New RIA launch at Farmers, SLK rebrand highlight expanding wealth management ambitions.
Record cash flows fund massive AI bets, raising both opportunity and margin questions
Rising expenses, AI fears and retirement doubts reshape investor behavior and advice needs.
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.
