Michigan survey shows modest lift in sentiment and shifting long-run inflation views.

Long-running research shows advised households feel more prepared, secure and trusting of guidance.

Firms tap independence, scale and regional growth as advisors shift platforms, expand reach and strengthen support infrastructure.

New research finds AI utilization more than doubled but deeper integration still lags.

Board boosts JPMorgan chief’s compensation, testing investor tolerance for blockbuster pay as growth slows and political scrutiny of Wall Street intensifies.

Mega-firms are hardwiring portfolio, planning and estate tools into their core platforms to defend market share and deepen high‑net‑worth relationships.

New capital stack strengthens acquisition engine and tech platform for independent creators.

Mega forces converge to reshape portfolios as AI depth, defense digitization, and energy constraints are redefining thematic investing for advisors.

InvestmentNews speaks with digital chief Vik Luthra about how AI is transforming the industry.

Firm adds advisors in South Carolina and Texas, expanding footprint with seasoned talent.