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Though M&A activity for RIAs was down 5 percent in 2023, many observers don’t view that as a trend likely to go forward. In fact, according to Deloitte’s 2024 survey, 79 percent of C-suite respondents and 86 percent of private

In his 1970 bestseller “Future Shock,” the prescient author Alvin Toffler coined the phrase, “high tech/high touch.” He was suggesting — in 1970! — what we have come to take as an assumption today: that advances in technology typically require

While the concept of investing organized around environmental, social and governance (ESG) principles has become more broadly known in the last five or so years, the basic principle of socially responsible investing has been around, in one form or another,

A week like no other. Whether it’s the ongoing post-election anxiety, fears of a looming recession, or the latest headlines on tariffs and interest rates, investors are feeling the pressure. RIAs know the drill: tune out the noise, stick to

Reddit’s latest earnings call served as a stark reminder of a hard truth: if you rely on platforms you don’t control, you’re at their mercy. The company blamed Google’s algorithm tweaks for a traffic drop that hurt revenue and user

I have a friend who tells me that, as a boy, he was fascinated by martial arts. He read every related book in the public library of his small town, hoping to absorb the secrets of the ancient methods of