Private Credit Ditches 'Semi-Liquid' Term After Redemption Wave
By Preeti Singh, Olivia Fishlow and Laura BenitezSome wealth managers are simply phrasing them as funds with "conditional" or "periodic" liquidity.
July 20, 2026
RIAs Don't Need More AI Experiments. They Need an Implementation Plan.Firms need to movie beyond generic tools and one-off prompts by building secure, auditable, human-led workflows.
July 20, 2026
The Market Is Booming, but Consumers Are Unhappy. What Gives?Ritholtz Wealth CEO Josh Brown shared thoughts on the "utter disconnect" between S&P performance and the view from Main Street.
July 20, 2026
Americans Increasingly Want to Spend Retirement in Multiple CountriesMany future retirees, International Living finds, are designing lifestyles around experiences, climate preferences, travel opportunities and personal interests.
July 16, 2026
Is a Spousal Trust the Right Estate Planning Strategy for Your Client?SLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 15, 2026
Wells Fargo Adds AI-Powered Support for AdvisorsThe embedded solution intends to streamline how advisors, client associates and support teams access information and complete everyday work.
July 10, 2026
AI Has Positive Influence on the Industry, Advisors SayClients are arriving at meetings better informed, often with perspectives shaped by digital tools, a survey finds.
July 09, 2026
Best & Worst Firms for Advisor Satisfaction: JD Power, 2026Advisors with effective AI tools at work report higher satisfaction and more loyalty to their current firm.