Why Value and Growth Funds May Be Hurting Your Returns
If you’re investing in traditional value or growth index funds, you might be unknowingly holding...
IRS & Tax Relief
iCapital to Acquire Hexure Insurance Tech Platform
Alternative investment platform iCapital has agreed to buy Hexure, a provider of life insurance and...
Private Credit Faces Reckoning as Redemptions Surge
The global private capital market—encompassing private equity, debt and real estate—has more than doubled since...
Why Old Irrevocable Trusts Need a Fresh Look Now
Many clients have old irrevocable trusts. Most seem to assume that “nothing has changed,” so...
How Wealthtech Streamlines Alternative Investments
The demand for alternative investments continues to rise, prompting financial advisors to expand the products...
FINRA Booked Fewest Disciplinary Actions in Decade in 2025
The Financial Industry Regulatory Authority conducted the fewest disciplinary cases in at least a decade...
Court Vacates Biden DOL Fiduciary Rule
A U.S. District Court issued a final judgment Tuesday vacating the Department of Labor’s fiduciary...
Datalign Launches AI Agents for Wealth Firms
Datalign Advisory, the Cambridge, Mass.-based lead generation and growth support platform, is opening its agentic...
Fee-For-Service No Longer a Niche Model
Financial planners continued to use fee-for-service billing models in 2025, as advisory firms and broker/dealers...
Summit Stakes $1.2B RIA Signet Financial Management
Summit Financial, the New Jersey-based RIA backed by Merchant Investment Management, has taken a minority,...