Talking Trusts & Estates for Advisors: The Difference Between IRC Section 409A and Gift Tax Valuations

Published on February 12, 2026

Bryn Mawr Trust's Jamie Hopkins discusses why it’s important for advisors to understand the difference for estate planning purposes.

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AI Can Be Transformational and Still Be a Bubble

February 12, 2026
It’s hard not to marvel at how America’s capital markets have rallied to finance the artificial intelligence boom. If all goes as expected, “hyperscalers” such as Meta Platforms Inc. will invest more than $3 trillion through 2030 in data and power infrastructure.

The Top 15 Wealth Management M&A Deals of 2025

February 12, 2026
In 2025, RIA deal activity continued to be dominated by private equity firms and strategic acquirers with an appetite for developed, professionally managed platforms, according to Echelon Partners.