Jump Starting Your Firm’s Success in 2026

Published on January 7, 2026

Teach your team, and get them energized and excited about working for your firm in 2026. Help them learn how to channel this enthusiasm to activities in their daily lives. Enthusiasm matters, and knowing the ideal client, why the team or firm is different, what you offer — and being able to talk about it effortlessly — is key.

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ISM Services PMI: Highest Level Since October 2024

January 7, 2026
The Institute for Supply Management (ISM) released its December Services Purchasing Managers' Index (PMI), with the headline composite index at 54.4. This was higher than the forecast of 52.2 and puts the index at its highest level since October 2024.

Regulation S-P & Sharing Client Data in Anticipation of Moving Firms

January 7, 2026
Advisors navigating firm transitions must balance the need for detailed practice data with strict compliance under Regulation S-P and state privacy laws. To avoid regulatory hurdles, they must distinguish between general book metrics and protected personally identifiable information that requires client consent.