The Hidden Growth Crisis Facing Newly Independent RIAs

Published on January 20, 2026

New research reveals advisors breaking away to independence face a brutal Day 2 reality that caps RIA organic growth at just three hours weekly.

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World Markets Watchlist: January 20, 2026

January 20, 2026
Six of the nine indexes on our world markets watch list posted year-to-date gains through January 20, 2026.

Choreo Makes First Acquisition Under New CEO

January 21, 2026
Choreo's acquisition of affiliated RIAs Northeast Financial Group and Herbein Financial Group, with $1.3 billion in combined assets, represents its first deal since 2023, as it redoubles M&A efforts.