A Lot of What We Know About Talent Search Is Wrong

Published on August 5, 2026

New data from The Well Recruiting Solutions reveals advisory firms negotiate away credentials, salary ranges and experience requirements to secure the talent they want.

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Selectivity & Quality Take Center Stage in Muni Bond ETFs

August 5, 2026
High-net-worth investors and institutional managers continue to allocate heavily to muni bond ETFs to lock in attractive yields.

Next‑Gen Advisor Succession: Talent, Tech, and Leadership for 2026 and Beyond

August 5, 2026
Only about 20–25% of financial Advisors have a formal, documented succession plan, despite the fact that more than a third, managing roughly 40% of industry assets, plan to retire within the next decade. That gap is more than a retirement problem.