When a Family Has Several Advisors
Someone needs to own the whole picture.
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Advisor Sentiment Index: Market Optimism Slides Downward
Even as most financial advisors remain optimistic in the prospects for the economy and the stock market, a growing minority sees some clouds ahead.
RIA Edge 100: Pathstone’s Unusual Growth Engine Includes Skiing, Fly Fishing Trips
CEO Matthew Fleissig attributes Pathstone’s growth to unconventional moves that range from widespread employee ownership to hosting backcountry ski trips with clients.
Deals & Moves: The Mather Group, AlphaCore Snag $400M RIAs
In addition, Summit Wealth Group continues to expand with a firm in Tennessee, and $6 billion BakerAvenue sells a stake to Constellation.
WealthStack Roundup: Retirement Income Planning Tech Gains New Urgency
New research shows nearly 40% of investors want detailed, actionable retirement plans, pushing advisors toward specialized distribution-phase technology, plus news of the week from Bento Engine, Betterment, Asset-Map, SUBSCRIBE, and Flourish.
Wealthtech Vendors Scramble as Orion Introduces Data Access Fees
The monthly Connected Ecosystem Support Fee has sparked debate over transparency, pricing models and who ultimately bears the cost in an AI-driven advisory landscape.
People Moves: Cresset Hires Blackstone Alum Joe Zidle Chief Market Strategist
In other moves, custody and clearing firm Innovayte and RIA Arax name new COOs, and Mesirow hires an investment expert from Morningstar.
CDT Continues to Strengthen Affordable Housing Finance Model Across Cycles
Strong lending activity, disciplined equity acquisitions, and a $50 million capital raise are positioning CDT to expand through an uncertain market.
Equity Compensation’s Missing Layer: Guidance
Providing equity isn’t enough if employees can’t make sense of it.
Five Things Every RIA Owner Must Know About Partner Buy-Ins
Partner buy-in isn't just succession planning; it's a retention strategy, growth accelerator and legacy insurance policy rolled into one.
Mercer Advisors Completes $1.9B Debt Refinancing, Adds $340M Credit Facility
The Denver-based RIA entered the syndicated loan market for the first time with the move, replacing its private debt with lower-interest-rate debt and extending its financing timeline.
$5B Trilogy Lands Colorado-based RIA Specializing in Aviation Workers
The Colorado-based RIA, founded by a former pilot, is Trilogy’s largest acquisition of the year.
Hightower Signature Wealth Folds in $1B Michigan RIA
The deal pushes Hightower’s nearly year-old W-2 RIA channel to over $40 billion in assets under management.
Timberland REITs Offer Attractive Defensive, Offensive Blend: D.A. Davidson’s Kurt Yinger
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Yinger says lumber and wood products appear to be exiting a trough.
Talking Trusts & Estates for Advisors: Advantages and Disadvantages of Putting an Inherited IRA Into a CRUT
Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust.
The Diamond Podcast for Financial Advisors: The Wirehouse Talent Battle
Wirehouse advisor movement accelerated sharply in the first half of 2026. Louis and Jason Diamond unpack the numbers, the forces driving them, and what they reveal about an increasingly competitive advisor marketplace.
Timberland REITs May Enjoy Strong Tailwinds from Needed Home Construction
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Timberland REITs specialize in owning timberlands and harvesting and selling timber for lumber products through their taxable subsidiaries.
Wirehouses Lost 517 Advisors in First Half of 2026
But the headline numbers don’t capture the size of teams leaving the wirehouses and mask significant differences by firm, according to a Diamond Consultants report.
Four Practices Bring $1B to Ascentis Independent From Raymond James
The advisors, who operated as a unified Raymond James branch since 2022, will keep the firm as their primary custodian while joining Dallas-based RIA platform Ascentis.
M1 Brings AI Financial Advice to Clients
The fintech's new service is free through 2027 and operates under a fiduciary duty, advising on investing, cash and borrowing accounts without human advisors.
