NARSA survey: 73.5% of advisors say clients want early Social Security over cut fears
The August poll of 189 Registered Social Security Analysts also found nearly 59% say clients doubt Congress will fix the program's finances.
Bregal Sagemount reports $80.8M co-invest fully sold
Coatue, Ares and D. E. Shaw also filed zero-sold offerings; Buccaneer and Almanack reported fully sold funds.
Visionary Square will cover FINNY AI subscription costs for 250-plus advisors
The hybrid RIA, which has $24 billion in assets under supervision, will cover seat costs for the AI prospecting tool at its 140 partner firms.
RIA acquisitions through Sept. 22, 2026, ran 19% below 2025 pace
Cerulli estimates 35% of advisors, responsible for 40% of industry assets, expect to retire within the next decade.
Wealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work
Matt Regan and Rob Sandrew said solo advisors are weighing platform support against keeping their own Form ADV registration.