Rational and Irrational FORO

Published on July 31, 2026

How to handle clients' fear of running out of money.

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Deals & Moves: Wealth Enhancement Plants Flag in Alabama with $462M RIA

July 31, 2026
Also, Merit acquires a $502 million Maryland-based RIA, Cressets stays on recruiting run with a $660 million advisor, and Osaic lands a former Integrity Alliance advisor

Fidelis Capital on Breaking Away to a 'Different Path'

July 31, 2026
The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.