Botoff and Morgan Stanley’s 2025 SFO compensation report priced CIOs at $700K-$1.5M base and $2.5M+ total at $1B+ offices. Co-investment overtook deferred pay in 2026.
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OBBBA’s permanent $15M estate exemption flipped trust strategy for $3M-$14M families: income-tax savings and asset protection now lead. The restructuring wave is underway.
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.
FINTRX’s Q1 2026 report added 119 family offices, with 83% favoring direct private deals. Why allocators now shift $5 direct for every $1 to funds.
BlackRock-GeoWealth UMA model portfolios go live with 15% private allocation. Inside the 60/25/15 framework reshaping RIA portfolio construction in 2026.
Spousal Lifetime Access Trusts surge in 2026 as OBBBA’s permanent $15M estate exemption rewrites the math. Reciprocal-trust pitfalls advisors must avoid.
Moss Adams Wealth Advisors becomes Threadline Wealth: a $5.8B RIA spinout from Baker Tilly backed by Cynosure Group, with Justin Fisher as CEO.
Echelon: Q1 2026 RIA M&A set a record with 142 deals and $1.67T in AUM transacted. PE drove 72% of activity as US firms pushed into Europe and Australia.
39,171 advisors switched firms in 2025, a near-decade high. RIAs gained 2,573 net; wirehouses shed 1,144. What the independence tide means for wealth management in 2026.
Wirehouse retention bonuses no longer match what RIAs offer. Inside the 2026 lift-out economics: equity, time-to-vest, and why wirehouses are losing the math.