OBBBA made TCJA brackets permanent, removing 2025 deadline pressure. Roth conversions still work in 2026 – the playbook needs a rewrite.
Q1 2026 set a new RIA M&A record: 93 deals, $1.16B average AUM, Beacon Pointe leading with 7 closes. Inside the data and what’s driving the consolidation.
Nearly 1,000 active ETFs launched vs. just 95 mutual funds – the lowest since 1983. Inside Broadridge’s 2026 Fund Brand 50 and what it signals.
Bill Bengen now puts the historical safe withdrawal rate at 4.7%, with most retirees able to take 5.25%–5.5%. Inside the updated guidance and what advisors should change.
Schwab Advisor ProDirect launches with 10 RIAs at $21,000/year, targeting breakaway and growth-stage firms managing $50M to $300M. Here’s what it means.
Vanguard’s April 28 BondBuilder launch adds four bond-ladder model portfolios for advisors. Inside the $1T+ model portfolio race and what it means for fixed income.
2.8% COLA, $184,500 wage base, $6,000 senior bonus deduction, 2027 tax brackets — the full retirement planning playbook for 2026 and the year ahead.
April 2026 saw the biggest advisor breakaway wave in years. Sanctuary, Corient, Mariner, Prairie View — $7B+ moved. What it signals for wealth management.
Thornburg’s April 2026 launch of ETF share classes on Nasdaq opens a new chapter. 100+ managers are queued, 18 funds converted in Q1. Here’s what changes.
The DOL’s March 30, 2026 proposed rule opens 401(k) menus to private equity, real estate, and crypto. What savers, sponsors, and advisors need to know.