Capital Group CEO Sees More M&A Coming
By Bernadette Toh and Sheryl Tian Tong LeeMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.
April 21, 2026
Raymond James Unit Taps Ex-DFA Exec to Lead ETF StrategyKristi Higgins had been a senior investment strategist at the advisory firm.
April 21, 2026
Workers' Retirement Confidence Hits 9-Year Low: EBRIAmericans are facing financial strain, rising costs and worries about the future of the safety net, new research finds.
April 21, 2026
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April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 21, 2026
Advisor Fired After 50 Years at Wells Fargo Alleges Age DiscriminationKenneth Schneider contends in a lawsuit that his swearing at work was a pretext for the dismissal.
April 21, 2026
AI Can't Do Math. So How Does It Handle Portfolio Allocations?While LLMs are good at predicting text, they weren't designed for calculations. And it shows.