Carson Group Launches Estate Planning Push

Published on May 26, 2026

The $58 billion wealth manager aims to make estate planning accessible for client of all asset levels, not just the ultra-wealthy, using multiple tech platforms.

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16 Investment Must Reads for This Week (May 26, 2026)

May 26, 2026
Polymarket is launching prediction markets tied to private company milestones amid a new report on how the firm and others have lobbied behind the scenes to gain approvals from the CFTC. ETFs are becoming increasing esoteric amid a boom of active strategies. These are among the investment must reads for financial advisors this week.

Changing Business Models and Valuations Stalling 401(k) Record Keeper Consolidation

May 26, 2026
Lessons learned by the recently announced acquisition of American Trust by Ascensus.