Why Few Advisors Plan for Succession

Published on March 24, 2026

Industry experts at Exchange 2026 explored why only a quarter of advisors have formal succession planning in place and what it takes to execute well.

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After the March FOMC Meeting: Are Rate Hikes Back on the Table?

March 24, 2026
The Federal Reserve (Fed) kept interest rates unchanged after its Federal Open Market Committee (FOMC) meeting earlier this month. Although investors and economists largely expected this outcome, stocks and bonds sold off immediately after Fed chair Jerome Powell’s post-meeting news conference.

Advisor Movement Soared 16% in 2025

March 24, 2026
More than 11,000 advisors changed firms in 2025, driven by acquisitions, higher transition deals and expanding affiliation models.