RIA Crystal Ball Reveals Creative PE Funding, Mid-Market Mergers and Big Breakaways

Published on February 17, 2026

Key themes emerge from 2026’s RIA banker and consultancy forecasting.

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Schwab Market Perspective: Riding the Waves

February 17, 2026
Fourth-quarter earnings results have been generally solid so far, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions. On the international front, weakening global ties may lead to economic disruption and lasting investment implications. Meanwhile, bond market volatility has remained low despite economic and policy uncertainty.

Victory Capital: Strategic Growth Through Innovation & Heritage

February 17, 2026
As of February 10, 2026, Victory Capital managed $20 billion in ETF assets, with an impressive $9 billion of new money flowing in during the past 12 months.