Evergreen Funds Hit $534.6 Billion Despite Headwinds

Published on March 26, 2026

Despite some challenges, the funds delivered healthy net returns. But dispersion between the best and worst performers was much wider than in public markets.

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Cambridge Launches New Affiliation Model With Integration of $800M WealthPlanners

March 26, 2026
WealthPlanners joins a group of existing employee advisors at the broker/dealer to create Cambridge WealthPlanners, with $1 billion in client assets.

Margin Debt Down 2.0% in February, First Decline in Ten Months

March 26, 2026
Margin debt fell for the first time in ten months in February, coming in at $1.25 trillion. This marked a 2.0% decline from January but a 36.5% increase compared to the previous year.