Insurance

• 000049 Nov 03, 2026 Advisory Firms Should Look Beyond AUM to Test Profitability and Capacity Margins, client economics and team capacity can reveal whether asset growth is strengthening an advisory business or stretching it.
• 000050 Nov 03, 2026 Asset Manager Margins Face Infrastructure Costs and Fee Pressure Through 2030 PwC finds profit per assets under management has fallen 19% since 2018, while legacy systems and fee pressure limit firms’ capacity to modernize.
• 000053 Nov 03, 2026 Plancorp Names Callie Cox Director of Investment Strategy as Assets Reach $10.5 Billion Callie Cox will shape Plancorp’s portfolio thinking and client communication as the St. Louis firm expands its investment strategy capacity.
• 000054 Nov 03, 2026 Private Credit Demand Holds, but Investor Caution Deepens Most respondents expect private credit to grow, while investors grow more cautious on spreads, deployment and retail flows.
• 000055 Nov 03, 2026 Apple’s Record Fiscal 2026 Exposes Slower Services Growth and Margin Pressure Apple posted $479 billion in fiscal 2026 revenue, but slower services growth, higher memory costs and cautious guidance complicate its stability story...
• 000057 Nov 02, 2026 Wells Fargo Advisors Raises Monthly Revenue Hurdle to $16,000 in 2027 Wells Fargo Advisors will raise its monthly pay threshold by 18.5% in 2027, while keeping payout rates unchanged and exempting top producers.
• 000059 Nov 02, 2026 eMoney Plans 2027 CoPlanner Chat Launch as Advisors Expand AI Use eMoney is beta testing a chat interface for CoPlanner, designed to surface client data and help model planning scenarios. The launch is expected in 20...
• 000060 Nov 02, 2026 RIA Succession Plans Advance, but Advisor Training and Readiness Lag More RIAs have succession plans in motion, yet confidence in successor readiness has fallen as structured training remains rare.
• 000001 Nov 02, 2026 FIRE’s Hidden Cost: Forgone Paychecks and $170,000 in Annual Spending Early retirement can mean years of missed income, costly healthcare and substantial family spending. One household estimates its annual cost at more t...
• 000061 Nov 02, 2026 AssetMark Survey Finds High-Net-Worth Clients Expect Broader Wealth Services AssetMark’s survey finds a gap in tax and legacy services as advisors weigh client retention, wealth transfers and private market access.
• 000062 Nov 02, 2026 Small 401(k) Balances Face a Costly Wait After Workers Change Jobs Auto portability sharply cut cash-outs on the smallest accounts, but few transfers reached a new workplace plan and rollover fees can erode balances.
• 000064 Nov 02, 2026 FINRA and SIFMA Foundation Plan Five-Year Push to Teach Investing Basics The five-year alliance builds on a student investing program that has reached 24 million students, with digital tools planned for younger audiences.
• 000065 Nov 02, 2026 Holiday Budget Cuts Hold at 68% as U.S. Households Face Rising Costs A Thrivent survey finds 68% of Americans plan to cut at least one holiday expense, with fewer gifts, less travel and everyday costs weighing on budget...
• 000066 Nov 02, 2026 Americans Expect Retirement Savings to Fall Short of Their Lifespan A survey finds a five-year gap between Americans’ expected lifespan and the age their money may last, with long-term care costs adding pressure.
• 000067 Nov 02, 2026 Ohio Advisory Firm With Nearly $1 Billion in Assets Joins Osaic for Succession Planning Beacon Financial Group is moving to Osaic’s Empowered Independence channel, seeking succession support while preserving its client relationships and o...
• 000068 Nov 02, 2026 ESOP Distributions Delivered $141.8 Billion to Workers From 2009 to 2024 A study counts $141.8 billion in ESOP distributions over 16 years, including payouts tied to ownership changes and plan terminations.
• 000088 Nov 01, 2026 France’s 2026 Slowdown Has Yet to Meet the Test for Recession French output slipped 0.1% in the third quarter, but the committee says the shallow decline and mixed indicators don’t yet establish a recession.
• 000003 Nov 01, 2026 AICPA Advocacy Targets Taxpayer Service, AI Assurance and CPA Workforce Issues AICPA advocacy draws on member experience to address refund delays, advance taxpayer protections and establish CPAs’ role in AI assurance.
• 000004 Nov 01, 2026 Sales Tax Compliance Risks Grow Across Channels and Systems Nexus tracking, product classification and fragmented sales systems create recurring tax errors. Centralized data and controlled AI can help teams man...
• 000005 Nov 01, 2026 Why Tax AI Must Show Its Sources, Assumptions and Uncertainty Tax teams need AI answers they can trace to facts and authoritative sources, with clear checks for gaps, uncertainty and human review.