Rethinking Retention in the $34 Trillion Wealth Transfer

Published on May 5, 2026

Women consistently report that the quality of their relationship with an advisor is their number one driver of satisfaction. They are not just looking for investment expertise. They are looking for partnership and a sense that their advisor understands what matters most to them.

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Amazon’s Freight Rivals Won’t Just Roll Over

May 5, 2026
There’s no doubt that Amazon will begin to take market share now that it has declared that its third-party logistics business is here to stay. This move allays concerns among potential customers that Amazon’s offerings wouldn’t be permanent or would take a back seat to its own volume during periods of peak freight.

Trade Deficit Expands 4% in March

May 5, 2026
The U.S. trade deficit expanded over 4% in March to $60.31B after expanding nearly 6% the previous month. The latest reading barely missed the forecast of -$61.00B.