Next Week’s Data Releases: Markets Take It All In

Published on March 27, 2026

Next week’s releases should help clarify whether recent volatility remains contained or begins to translate into weaker fundamentals.

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Deals & Moves: Beacon Pointe Acquires Two RIAs with $695M in AUM

March 27, 2026
In addition, Americana Partners bought NRT Consulting, Cyndeo added a Merrill team soon after Rise Growth investment, and Raymond James’ institutional unit made moves.

Q&A: Mission Wealth’s Sara Clark on Rethinking Advisor Workflows

March 27, 2026
The RIA has implemented automated workflows, AI tools and prescribed client service models to reduce administrative burdens and enhance personalized experiences.