Post-Integration and Reverence Recap, Osaic Targets Organic Growth

Published on May 4, 2026

After completing its eight-firm consolidation, the independent broker/dealer reports improved retention and recruiting as it moves past integration challenges.

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Market Valuation: Is the Market Still Overvalued?

May 4, 2026
Here is a summary of the four market valuation indicators we update on a monthly basis.The Crestmont Research P/E ratioThe cyclical P/E ratio using the trailing 10-year earnings as the divisorThe Q ratio, which is the total price of the market divided by its replacement costThe relationship of the S&P composite price to a regression trendline

Tax-Managed Long-Short Strategies Gain Traction. Are They Worth the Risk?

May 4, 2026
Asset managers are rolling out long-short equity strategies to help investors offset capital gains, but the approach comes with higher fees, leverage risks and tracking errors.