Managed Assets in Retail Channel Returning to Parity With Institutional

Published on January 13, 2026

Professionally managed assets in the U.S. hit a record $73.7 trillion, with the retail channel nearing a return to recent dominance, according to Cerulli’s most up-to-date tally.

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JPMorgan Seeks Court Order Against Former Rep Who Set Up Shop Across the Street

January 13, 2026
According to the complaint filed in a Florida federal court, Kevin Sercia continued to solicit clients after moving to LPL Financial, while setting up signs outside his former branch to tout his new business.

Real Middle Class Wages as of December 2025

January 13, 2026
This series has been updated to include the December release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $53,516, down -5.7% from over 50 years ago.