Wealth managers are adjusting portfolios early in 2026 to contain concentration risk stemming from the Magnificent 7.

Move would sweep many more RIAs and funds into the “small entity” bucket, potentially reshaping how the federal securities ...

Meanwhile, Prospera has added its first team in Vermont, while Concurrent gets bigger in Texas with a $385 double acquisition ...

GM had been among the most aggressive legacy automakers in betting on a battery-powered future, at one point signaling plans ...

Also, LPL has scooped a second-generation high-net-worth practice from Osaic, while Ameriprise welcomes a father-son team ...

Mergers and acquisitions activity in the US middle market is poised to expand in 2026, supported by rising confidence among ...

Terri Kallsen takes over as CFP Board chair while educator-turned-planner Dan Galli steps into the top volunteer role at the ...

Only 3% of SEC-registered RIAs qualify as small entities under the agency's current threshold, but about 75 percent would ...

Global healthcare private equity delivered a historic performance in 2025, with total deal value climbing to an estimated ...

Median-priced homes remain below historic affordability in 99% of counties, with most markets inching better ...

Michael and David Sztrom, California-based investment advisors, were hoping to block an SEC administrative proceeding that ...

The Supreme Court failed to issue a decision on President Trump's tariffs today, but wealth managers are viewing any ruling ...