Modern Wealth, Waverly, and Arax opened June 2026 with deals as serial RIA acquirers buy tax firms and wirehouse breakaways. The new consolidation moat.
Browsing: AI Wealth Management
Stay informed with expert analysis with Wealth Management News and insights into family offices, high-net-worth investors and consumers
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.
OBBBA’s $15M exemption did not kill the Connelly buy-sell trap. It moved to state estate taxes, where one insurance-funded redemption can cost $82,400.
RIA M&A concentration is reshaping 2026: the average seller now manages $1.16 billion as mid-market deals fall from 50% to 32%. What it means for founders.
J.P. Morgan’s 2026 report: 65% of family offices target AI but 79% have zero infrastructure allocation. Ocorian: 86% use AI internally, only 7% invest in it.
Interval funds hit $277B in January 2026. Fidelity, BlackRock, and Envestnet now embed private credit into advisor model portfolios. Here’s the full advisor playbook.
OBBBA cut the value of charitable deductions for top earners in 2026. Why donor-advised funds and bunching now anchor wealth preservation for HNW clients.
Stratos closed 11 firms ($4.8B) and Corient acquired a $7.8B Oklahoma RIA in one week. What the succession sprint signals for advisors planning their exits.
iShares iBonds passed $37B and BulletShares pushed the defined-maturity ETF category above $50B in 2026. December reset forces an advisor redeployment decision.