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Roth conversion 2026 OBBBA tax planning

Roth Conversions in 2026: Why the OBBBA Changed the Math but Not the Strategy

April 29, 2026
Q1 2026 RIA M&A record consolidation

93 Deals, $1.16B Average AUM: Inside Q1 2026’s Record RIA M&A Quarter

April 29, 2026
Active ETF launches surge mutual fund decline 2026

1,000 Active ETF Launches vs. 95 Mutual Funds: The 1983 Floor That Tells the Whole Story

April 29, 2026
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    big tech energy squeeze - data center electricity costs and AI infrastructure pressure

    Big Tech Energy Squeeze: 7 Earnings-Week Risks for Nasdaq and S&P 500

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RIA mergers and acquisitions wealth management 2026 Wealth Management

RIA M&A 2026: How the ‘Vanishing Middle’ Is Reshaping Wealth Management

April 26, 2026

466 RIA deals in 2025, valuations at 11.6x EBITDA, and LPL’s $2.7B Commonwealth deal. Inside the consolidation squeezing mid-size RIAs in 2026.

Mutual funds

The Great Migration: Why Active Mutual Funds Are Bleeding $600 Billion to ETFs in 2026

April 26, 2026

Active mutual funds lost nearly $600B to ETFs over 12 months. Inside BlackRock’s record Q1, Fidelity’s squeeze, and what Vanguard is doing about it.

big tech energy squeeze - data center electricity costs and AI infrastructure pressure Indices

Big Tech Energy Squeeze: 7 Earnings-Week Risks for Nasdaq and S&P 500

April 23, 2026

Big tech earnings remain strong, but rising energy costs and macro volatility are becoming key drivers for Nasdaq and S&P 500 direction this week.

big tech energy squeeze - Nasdaq rally faces higher AI power costs News

Big Tech Energy Squeeze: Can Earnings Keep Powering the Rally?

April 22, 2026

The big tech energy squeeze is quickly moving from a niche talking point to a core market theme. U.S. equities…

nasdaq earnings outlook - Nasdaq traders monitor big tech quarterly results Indices

Nasdaq Earnings Outlook: Can AI Spending Keep Tech Stocks at Record Highs?

April 21, 2026

The nasdaq earnings outlook is being tested by AI spending expectations, valuation pressure, and macro volatility. Here is what could drive the next move in tech stocks.

S&P 500 earnings rally - traders track tech results and index momentum Market Indices

S&P 500 Earnings Rally: Can Tech Strength Outrun Energy and Macro Headwinds?

April 20, 2026

S&P 500 earnings rally remains in focus as tech guidance, energy prices, and macro data shape whether US stocks can extend record highs this quarter.

sp500 earnings outlook - S&P 500 and Nasdaq trading desk during earnings season Indices

SP500 Earnings Outlook: Can Record Highs Survive Energy and Tech Crosscurrents?

April 19, 2026

sp500 earnings outlook is becoming the key theme of this earnings cycle as U.S. equities sit near record territory while…

nasdaq record highs - Nasdaq screen and Wall Street trading floor at all-time highs Indices

Nasdaq Record Highs: What Earnings and Macro Risks Mean for the Next Move

April 17, 2026

Nasdaq record highs are back as earnings and macro headlines collide. Here is what the rally means for tech stocks, valuations, and near-term market risk.

S&P 500 earnings - S&P 500 trading desk during US earnings season rally Indices

S&P 500 Earnings Analysis: Why Tech and Banks Are Carrying This Record Rally

April 16, 2026

S&P 500 earnings momentum is driving a record rally as tech and banks deliver resilient growth. Here is what investors should watch next.

tsmc earnings outlook - TSMC AI chip fabrication facility Indices

TSMC Earnings Outlook: Can AI Chip Demand Keep Tech Stocks in Control?

April 15, 2026

tsmc earnings outlook is back at the center of global market attention this week as investors prepare for fresh numbers…

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