Investing

• 000104 Nov 06, 2026 AI Capital Spending Faces a Slower Growth Test as Investors Reassess Risk AI infrastructure spending may keep rising, but slower growth, debt financing and uneven cash generation are sharpening questions about market concent...
• 000105 Nov 06, 2026 JPMorgan Adds $940 Million Merrill Advisor in Los Angeles as Rivals Recruit Tiffany Yu’s move adds $940 million in client assets to JPMorgan’s Los Angeles team as Wells Fargo and UBS also bring in experienced advisors.
• 000106 Nov 06, 2026 2027 Tax Brackets Raise Thresholds for High Earners and Business Owners Higher income thresholds, a $15.48 million estate exclusion and expanded business tax limits shape 2027 planning for affluent clients and founders.
• 000107 Nov 06, 2026 October Jobs Gain of 165,000 Raises Pressure for December Rate Increase Payrolls beat forecasts, wages ran hotter and Treasury yields rose, putting a December rate increase more firmly in market expectations.
• 000102 Nov 06, 2026 Retirement in a Downturn: Cash Buffers, Withdrawal Risk and the Case for Patience A downturn tests retirement plans through early losses and withdrawals. Cash reserves, flexible spending and realistic recovery timelines can help inv...
• 000108 Nov 06, 2026 Americans Trust AI to Flag Fraud More Than to Manage Their Money A FIS survey finds stronger support for AI fraud alerts and pre-approved bills than for autonomous money management, with age and accountability shapi...
• 000109 Nov 06, 2026 Goldman Sachs Names 109 Partners as Wealth Management Expands Goldman’s largest partner class since 2010 includes a larger wealth management presence as fees rise and the firm extends its reach.
• 000110 Nov 06, 2026 Raymond James, Ameriprise and Cetera Add Teams With More Than $2.1 Billion in Client Assets Three firms add advisory teams from PNC Private Bank, Raymond James and Northwestern Mutual, bringing more than $2.1 billion in client assets and admi...
• 000111 Nov 06, 2026 BKFi Adds $225 Million in Assets With First Acquisition of Wealth With Options BKFi’s first acquisition adds two partners, $225 million in assets under management and a West Coast base as the firm plans further expansion.
• 000009 Nov 06, 2026 Cary Carbonaro’s Lifetime Honor Puts Women’s Advisor Careers in Focus Carbonaro’s award highlights efforts to widen women’s entry, support and advancement in financial advice, from scholarships to mentorship and AI skill...
• 000010 Nov 05, 2026 HSBC’s Racquel Oden Says AI Can Expand Advisor Capacity, Not Replace Human Advice AI is spreading across wealth management, but HSBC’s Racquel Oden sees rising demand and clients’ need for personal advice keeping advisors central.
• 000011 Nov 05, 2026 Vestmark, NDEX and Orion Add Portfolio, Data and Transition Tools for RIAs Three wealth technology deals target portfolio customization, multi-custodian data reconciliation and advisor transitions as independent firms expand.
• 000012 Nov 05, 2026 Schwab Sees Crypto ETFs as RIAs’ Main Route to Digital Asset Allocations Schwab expects ETFs to remain advisors’ preferred allocation tool as it prepares Bitcoin and Ethereum spot trading for RIAs by mid-2027.
• 000013 Nov 05, 2026 LPL Financial Loses Two Senior Executives to &Partners and AssetMark James T. McHale will lead risk and governance at &Partners, while Kate Winters takes an investment platforms role at AssetMark.
• 000014 Nov 05, 2026 Adult Daughters Take a Larger Role in Family Financial Planning Advisors at the Women Advisor Summit stressed trust and financial confidence as adult daughters become more involved in family planning.
• 000015 Nov 05, 2026 Osaic Adds Marketing and Advisor-Channel Leaders Amid Executive Turnover Osaic brings in Manish Shrivastava and Tom Metzger as it pursues advisor growth and reshapes leadership around its W-2 channel.
• 000016 Nov 05, 2026 RIA Firms Add More Than $1.8 Billion in Client Assets Through New Teams Prospera, Concurrent and OnePoint BFG added advisory practices, bringing new clients and assets onto their platforms while expanding their geographic...
• 000017 Nov 05, 2026 Healthcare Retirement Advice Gap Persists Despite Broad Access to Employer Meetings Most healthcare employers offer retirement meetings, but few tailor guidance. Debt, complex benefits and healthcare costs shape the advice clinicians...
• 000018 Nov 05, 2026 Creative Planning Adds Syracuse Adviser Rockbridge and $2.2 Billion in Assets Rockbridge brings 23 employees and $2.2 billion in assets to Creative Planning as the firm expands across advice, tax, insurance and institutional ser...
• 000019 Nov 05, 2026 Mercer Advisors Acquires AI Tax Firm Fifteenth to Expand Equity Compensation Expertise Fifteenth adds tax technology and expertise for equity compensation as Mercer builds connected services for wealthy technology professionals.