Industry Pulse
InauguralEditorial slate forming: four pillars · five sessions · Issue 01 launching 2026●M&AQ1 2026 RIA deals ↑ 142, shattering the all-time quarterly record · $1.67T AUM transacted●FINRA2026 priorities: GenAI governance + off-channel communications top the supervisory agenda●Wealth Transfer$124T changes hands through 2048, women set to receive the majority●M&A2025 closed at 466 RIA transactions, up 27% YoY · PE-backed consolidators absorbed the bulk●Demographic~109,000 advisors, 38% of headcount, set to retire within a decade · 55+ advisors control 57% of assets●InauguralEditorial slate forming: four pillars · five sessions · Issue 01 launching 2026●M&AQ1 2026 RIA deals ↑ 142, shattering the all-time quarterly record · $1.67T AUM transacted●FINRA2026 priorities: GenAI governance + off-channel communications top the supervisory agenda●Wealth Transfer$124T changes hands through 2048, women set to receive the majority●M&A2025 closed at 466 RIA transactions, up 27% YoY · PE-backed consolidators absorbed the bulk●Demographic~109,000 advisors, 38% of headcount, set to retire within a decade · 55+ advisors control 57% of assets●
