The SEC’s qualified client threshold rises to $2.7M net worth on June 29, 2026. What RIAs charging performance fees must document now to protect grandfathered clients.
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Dynasty’s Optima deal shows RIA consolidation in 2026 pivoting from buying AUM to selling growth services. What the deal data means for advisors weighing a sale.
Private credit fell from 56% to 32% of wealth-channel alt flows as BDCs gate redemptions. How advisors are repositioning the private credit sleeve in 2026.
Choreo wins $5B of SpaceX employee wealth at 0.5% via collective bargaining, beating Morgan Stanley, Creative Planning, and Corient. What RIAs must learn now.
OBBBA made the deduction ban permanent. A family office Section 162 trade-or-business structure is now the only way to deduct millions in operating costs.
Buffer ETFs crossed $80 billion in 2026 as net caps fell near 13%. Here is what advisors really pay for the 15% downside floor and the mid-period trap.
With the $15M exemption permanent, GRAT estate planning shifts appreciation out of an estate without spending it. The June 2026 math at a 5.0% hurdle rate.
Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.
UBS’s 2026 report shows 60% of family offices reallocating, a record, while 86% lack a succession plan. Inside the family office governance gap.
Model-portfolio use jumped to 42% while direct indexing and SMAs race toward $825 billion. How advisors outsource beta and keep the tax alpha in 2026.