Wealthy Americans rushed to gift money early—now new tax law leaves many regretting the timing
The Economic Times, 06.May.2026

Institutional Investors Nearly Doubled ETF Usage Over Past 5 Years
The Daily Upside, 06.May.2026

Flying Out of the U.S. Now Costs 50% More
The Wall Street Journal, 05.May.2026

Wealthy families regret rushing to give gifts after tax law changed
USA Today, 05.May.2026

Philanthropy talk is now standard in wealth advising — but advisors are still misreading client motivations
InvestmentNews, 04.May.2026

Trillions in Retirement Dollars Flow Into Opaque Trusts
Bloomberg, 03.May.2026

Considering A Sale Of Your Firm? Advisors Navigate A Transformed Succession Market
Financial Advisor, 28.April.2026

Vanguard Adds to its Fixed Income Model Portfolio Menu
WealthManagement.com, 28.April.2026

Edward Jones and American Funds: A 60-year revenue-sharing alliance
Financial Planning, 28.April.2026

Advisors double down on planning as client expectations and tech demands rise
InvestmentNews, 27.April.2026

Fintech bytes: Advisor360 embeds financial planning via Conquest
InvestmentNews, 24.April.2026

Active ETF adoption among RIAs nears $400B, but weaker funds are getting squeezed out
InvestmentNews, 24.April.2026

Institutional Investors Rapidly Expand Use of ETFs
Traders Magazine, 23.April.2026

Institutions Have Quietly Become ETF Converts. New Research Shows How Far That Shift Has Gone.
The Trust Advisor, 22.April.2026

With no ownership prospects, bank advisors leave to form RIA
Financial Planning, 21.April.2026

ETFs Are Quietly Rewiring Institutional Portfolios
Institutional Investor, 21.April.2026

Citi Wealth Partners With Advyzon for Global UMA Launch
WealthManagement.com, 21.April.2026

As dominoes fall after Invesco's conversion of QQQ ETF, BlackRock and State Street are filing to finally compete with their own Nasdaq-tracking ETFs
RIABiz, 20.April.2026

Culture matters too: Cerulli Associates
Institutional Asset Manager, 20.April.2026

Direxion Heads in a New Direction With Income ETFs
The Daily Upside, 20.April.2026

Great Wealth Transfer Promises Great Client Transfer: Study
Financial Advisor IQ, 17.April.2026

Schwab Negotiating ETF Rev-Sharing with 400-Plus Shops
Ignites, 17.April.2026

They Dared to Leave Merrill Lynch. How These Top Advisors Became Wall Street Renegades.
Barron's, 17.April.2026

UHNW families rebalancing portfolios amid Iran fallout, spelling opportunity for advisors
InvestmentNews, 14.April.2026

Rich Folks Want to Know What They’re Paying Advisors For
The Daily Upside, 14.April.2026