RIA Holding Firm Aspen Standard Pens Deal for $1.3B Michigan-Based RIA

Published on July 7, 2026

Aspen’s eight affiliate RIAs now total $15 billion in assets under management.

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How Wealth Firms Can Productize Their Services in 2026

July 7, 2026
One of the biggest barriers to productization is conceptual. Wealth management has long been built on a relationship-driven model, where customization is viewed as a core value driver. Advisors pride themselves on tailoring solutions to individual client needs, and for good reason.

Regression to Trend: S&P Composite 207% Above Trend in June

July 7, 2026
The inflation-adjusted S&P Composite Index was 207% above its long-term trend at the end of June.