Q4 Equity Outlook: Innovation and the Next Growth Cycle

Published on October 20, 2026

We believe the combination of AI, robotics, space technology, and quantum computing will be primary drivers of future economic growth.

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$2.3B ICG Next Leaves LPL for Osaic with Plans for Acquisition

October 20, 2026
ICG next, led by James Costabile, has switched from LPL to Osaic to join a firm he says offers large-scale resources with a more personal, relationship-focused approach.

AI’s Great Rotation: When Users Beat Builders

October 20, 2026
Fall is officially underway, heralding a season of change — and what a difference three months makes. The past quarter brought a dramatic Federal Reserve policy pivot and notable shifts in market sentiment and ETF trends. But within equities, the most striking reversal occurred inside the AI trade itself.