Examples of SmartMag Blocks

The DOL safe harbor invites private equity and credit into 401(k)s in 2026. With the same funds gating redemptions, here’s the liquidity factor sponsors must document.

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.

Active ETF closures hit a record 146 in 2025 even as 2026 inflows set all-time highs. Here is the survivorship trap advisors keep missing on new funds.

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.

Vanguard and TIAA’s new target-date annuity revives in-plan lifetime income. Only 8.9% of plans offer it, 59% of sponsors want it. Here is the 2026 math.