Aggregators Emphasize a Strategic Approach to Acquisitions and Convergence at TRAU Roundtable

Published on December 16, 2025

What's keeping aggregators up at night?

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SEC Finds Some Advisors Still Missing Ad Rule Disclosure Requirements

December 16, 2025
In the agency’s latest risk alert related to the marketing rule amendments from several years ago, SEC staff found that some firms fail to provide mandated disclosures when testimonials and endorsements are used.

No More Flying Blind!

December 17, 2025
We’re finally breaking out of the clouds! Economists have mostly been flying blind because of the government shutdown, but this week the data really start to flow again. In particular, we get a partial report on the employment situation in October and a full report for November, retail sales in October, and consumer prices in November.