Beacon Pointe Co-Founder Shannon Eusey to Exit CEO Role, Become Chair
By Dinah Wisenberg BrinMatthew Cooper, the firm's president, will take the helm.
February 25, 2026
Private Credit Fears Deepen With UBS Warning of 15% DefaultsDirect lenders that financed software firms in recent years now look dangerously exposed to AI's impact.
February 25, 2026
5.6M Small-Business Workers Gain Access to Retirement PlansThese workers historically have been far less likely than those at larger firms to have retirement benefits.
February 25, 2026
Wall Street Doesn't Know What to Think About AI AnymoreThere's growing concerns that AI will be so disruptive that it upends countless software providers and businesses.
February 25, 2026
FPA Partners With Snappy Kraken to Revamp PlannerSearch PlatformThe updated platform will enable consumers and planners to connect through dynamic matching, FPA says.
February 25, 2026
Orion Zooms in on Advisor Survey Insights at Ascent EventOver half of advisors see AI acceleration as the top growth catalyst for 2026, with technology hurdles to overcome.
February 25, 2026
Docupace Names New CEOBrian Filanowski is now the firm's leader; David Knoch steps down after Docupace acquired InvestEdge.
February 25, 2026
UBS Names New Head of Field to Boost Advisor SupportThe appointment of Lisa Golia is intended to broaden the global wealth manager's leadership structure.