Private Credit Fears Deepen With UBS Warning of 15% Defaults
By Yash Roy and Bruce DouglasDirect lenders that financed software firms in recent years now look dangerously exposed to AI's impact.
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.
February 25, 2026
'Giving While Living' Now Mainstream Among Wealthy Families: ReportAdvisors often hesitate to broach the subject, but many clients are waiting for them to do so.
February 25, 2026
Trump Promises New Retirement Account in 2027During his State of the Union speech, Trump said the accounts would mirror those offered to every federal worker.
February 24, 2026
SEC Closes LPL Cash Sweep ProbeThe firm still faces class action lawsuits over low rates paid on cash and says it will defend itself.