Acquisition expands Bluespring’s footprint as consolidation among growth-minded RIAs continues.
Latest sentiment barometers show mixed opinions on how well 2026 is progressing.
Fragmented market leadership and uneven valuations push advisors to rethink global equity allocations in 2026.
Almost 5 million homeowners joined refi-eligible cohort as small rate moves reshapes mortgage math, while equity stress and regional price gaps persist nationwide.
From advertising to sports betting, the numbers are eyewatering with one notable exception.
Research widens revenue range to $10B, highlighting complexity, consolidation and digital-first models.
Strategic buyers and internal sales drive deal values to record heights as the industry matures.
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.
