U.S. Takes Casualties as Attacks on Iran Intensify
The U.S. and Israel attacked Iran for a second day, and Iran retaliated, striking Israel and Persian Gulf countries. One strike killed three American…
Deals & Moves: EP Wealth, Captrust Pen 3rd Deals of 2026
In addition, Prime Capital announces two more recruits from Edelman Financial Engines, who are the subject of a legal dispute, and Raymond James lands…
Behind the Launch of Altura Wealth After 29 Years at an Insurance Brokerage
Repp Lambert and B.J. Crook made the leap from Northwestern Mutual to launching an RIA after their practice shifted from insurance into planning and…
Advisor Sentiment Index: Advisor Views Step Further into Bear Territory
Bear-market predictions in the Advisor Sentiment Index ticked up to a two-year high in January as more advisors note an unsustainable gap between strong…
WealthStack Roundup: Expanded AI Integrations for Redtail, Advisor CRM
Multiple fintech firms rolled out new artificial intelligence features and partnerships, from CRM integrations to opportunity discovery platforms for advisors, and there were mergers…
Uncanny Valley: AI Researchers’ Resignations, Bots Hiring Humans, Evie Magazine’s Party
This episode of Uncanny Valley covers the people resigning from AI companies and the humans getting hired by AI agents. Plus, we attend a…
Constellation Wealth Capital Stakes in $5.5B Atlanta RIA BIP Wealth
The capital from Constellation’s minority investment will help boost BIP’s inorganic growth in the Southeast and beyond.
Fidelity: Top 20 Acquirers Losing M&A Market Share
The 20 most active acquirers, as tracked by Fidelity, are accounting for a smaller share of deal volume as some pause to integrate and…
The Importance of Vestwell Raising $385M
Could Aaron Schumm be the first industry outsider to radically change 401(k) plans?
The US Had a Big Battery Boom Last Year
Despite Donald Trump’s unrelenting attacks on renewable energy, there’s a quiet revolution happening on US grids.