2025 in Review: The OBBBA

Published on December 23, 2025

The One Big Beautiful Bill Act was a big deal for estate planners.

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Groovy: Psychedelics ETF PSIL a Top-5 Active ETF YTD

December 23, 2025
2025 is drawing to a close, and investors have plenty to look back on. Active ETF performance and proliferation was once again an important theme, and as the category matures, its standout performers have diversified.

It’s Never Too Early to Plan for RIA Practice Successions

December 23, 2025
Preparing for the eventual transition of an RIA practice requires early strategic planning to ensure long-term stability and employee loyalty, regardless of how far off retirement may seem. This guide explores the distinct advantages of internal succession, external sales, and hybrid models, while highlighting key value drivers like organic growth rates and recurring revenue.