iCapital Sees Slower Growth, AI Scrutiny Ahead

Published on June 30, 2026

The firm forecasts the S&P 500 will rise between 0% and 5% in the second half of 2026, as AI scrutiny grows.

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EP Wealth Lands $900M Silicon Valley RIA

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The deal with Opes Wealth Management follows news last week that EP launched a cash-based incentive program for non-shareholder employees.

FOMO in Market Cycles

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What has started to stand out more recently is not the opportunity itself, but the behavior forming around it. The conversation has shifted. It is no longer centered on understanding what is being built or how it will be monetized over time.