Cambridge Adds 186 Advisors in First Half of 2026
By Rob BurgessThe firm is a destination for advisors bought up by "mega consolidators and serial M&A shops," an exec says.
August 14, 2026
SEC Delays Crypto Regulation Meeting in Latest Industry SetbackThe agency was expected to unveil new plans for digital assets as landmark crypto legislation remains stalled in Congress.
August 13, 2026
Advisors' Clients Want People and TechBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 13, 2026
7 Ways Advisors' Use of Alternatives Is EvolvingIncreasingly, iCapital research finds, the focus has shifted to implementing the investment class effectively and at scale.
August 13, 2026
Your Clients Want to Talk About Estate Planning. Don't Shy Away.Done right, the process can lead to stronger client relationships and increased AUM, Vanilla's Gene Farrell says.
August 13, 2026
Secret $6M Payment to Forbes Editor Raises Questions on Advisor RankingsThe personal gift from Shook Research founder RJ Shook leaves both brands "tarnished forever," marketing pro April Rudin says.
August 13, 2026
Richest to Profit in Trump's Capital Gain Tax Ideas for MidtermsThe White House is considering throwing its weight behind a push to raise a capital gains tax exemption for primary home sales and cut levies on investments.
August 13, 2026
Yardeni Raises S&P 500 View to 8,400 on 'Fabulous Earnings'With earnings season nearly over, firms have "broadly crushed industry analysts' forecasts," said the president and chief investment strategist at Yardeni Research.