RIA Edge Podcast: Carnegie’s Jordan Raniszeski on Managing for Future Growth

Published on January 20, 2026

Carnegie's Jordan Raniszeski details the strategic decisions behind the firm’s rapid growth following its transition to independence.

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$21B Merit Acquires Wealth Unit of Tax and Accounting Firm

January 20, 2026
Merit has acquired the wealth team from SSC CPAs + Advisors and has also created a referral arrangement with its tax and accounting clients.

The Bipolar Economy, Part 2

January 20, 2026
Today we continue my 2026 economic and market forecast. Last week I described our current environment as The Bipolar Economy, featuring wild and frequent mood swings. We could also add psychosis to the symptom list.