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RIA mega team acquisition advisor handshake May 2026

Wealth Management

Mega-Team Week: Wealth Enhancement, &Partners, Lido and Integrated Land $3.2B in Advisor Assets in May 2026

May 18, 2026

Four RIA platforms announced $3.2B in advisor team deals in a single week in May 2026. Inside Wealth Enhancement’s 3rd $1B+ deal, &Partners’ Illinois landing and the mid-market squeeze.

Bond mutual fund flows visualization May 2026 Bloomberg terminal style

Bond Mutual Funds Catch $13B as Equities Bleed $33B: The May 2026 Allocation Pivot

May 18, 2026

Family office boardroom direct investing FINTRX Q1 2026 private equity deal flow

Family Offices Tilt 5-to-1 Toward Direct Deals: Inside FINTRX’s Q1 2026 Report and the New Allocator Playbook

May 14, 2026

BlackRock GeoWealth public-private model portfolio UMA 15 percent private credit allocation 2026

BlackRock-GeoWealth Public-Private Model Portfolios Go Live: 15% Private Credit Allocation Lands in RIA UMAs

May 13, 2026

Spousal lifetime access trust SLAT estate planning documents 2026 OBBBA million exemption

SLAT Strategies Surge in 2026 as OBBBA’s $15M Permanent Exemption Reshapes Spousal Trust Planning

May 13, 2026

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Mutual funds News

Bond mutual fund flows visualization May 2026 Bloomberg terminal style

Bond Mutual Funds Catch $13B as Equities Bleed $33B: The May 2026 Allocation Pivot

May 18, 2026

Cash-like Treasury ETF SGOV BIL BOXX investor terminal 2026

SGOV’s $85 Billion Climb: How Cash-Like ETFs Are Reshaping Client Cash Allocation in 2026

May 11, 2026

Roundhill DRAM ETF memory semiconductor HBM chip stack 2026

DRAM’s $3 Billion Sprint: How the Roundhill Memory ETF Changed the Thematic Fund Launch Playbook

May 8, 2026

Vanguard 53 fund fee cuts expense ratio reduction 2026

Vanguard’s $250M Fee Slash: Inside the 53-Fund Expense Ratio Cut Pressuring Every Active Manager

May 6, 2026

Private Banks News

IRS Notice 2026-13 retirement plan compliance editorial photography

Financial Planning

IRS Notice 2026-13 Rewrites the 402(f) Safe Harbor: What Advisors Hand Clients Now

By ABDELALI EL KHADMAOUI

RIA mega team acquisition advisor handshake May 2026

Wealth Management

Mega-Team Week: Wealth Enhancement, &Partners, Lido and Integrated Land $3.2B in Advisor Assets in May 2026

By ABDELALI EL KHADMAOUI

Wells Fargo Morgan Stanley wirehouse recruiting Manhattan May 2026

Private Banks News

Wells Fargo Pulls $7.5B From Morgan Stanley in Two Weeks: The Taylor Group and a $1.5B Follow-On

By ABDELALI EL KHADMAOUI

Wells Fargo landed the 17-person Taylor Group ($6B) and a $1.5B five-advisor team from Morgan Stanley in two weeks of May 2026. Inside the wirehouse retention test.

Bond mutual fund flows visualization May 2026 Bloomberg terminal style

Bond Mutual Funds Catch $13B as Equities Bleed $33B: The May 2026 Allocation Pivot

By ABDELALI EL KHADMAOUI

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