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.
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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.
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.
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.