Tech Gives Advisors Edge Despite Growing Complexity

Published on February 23, 2026

Wealth management tech helps RIAs scale, but integration challenges and learning curves remain barriers to maximizing effectiveness.

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Constellation Wealth Capital Stakes in $5.5B Atlanta RIA BIP Wealth

February 23, 2026
The capital from Constellation’s minority investment will help boost BIP’s inorganic growth in the Southeast and beyond.

World Markets Watchlist: February 23, 2026

February 23, 2026
Seven of the nine indexes on our world markets watch list posted year-to-date gains through February 23, 2026.