2026 Wealthies: Rising Stars of the Year

Published on September 14, 2026

These next-gen industry leaders were honored at the 2026 Wealth Management Industry Awards in New York City.

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Under the Hood: Why Value ETFs Are Not Created Equal

September 14, 2026
Many market participants have highlighted how value investing is back as the equity market rally broadened out beyond high-flying growth names. However, taking an index-based approach to the value style requires looking under the hood. Not all value ETFs are created equally.

AI-Backed Portfolio Management Platform Pave Finance Raises $15M Series A

September 14, 2026
Valued at $100 million, Pave touts a lower-cost, personalized investment platform for financial advisors.