9+ hour, 28+ min ago  (698+ words) New research from Bridgeway Capital Management reveals that a simple redefinition of small cap'asking where a stock was last year, not just today'can more than double the return premium. But what if the problem is not the small cap premium…...

13+ hour, 23+ min ago  (293+ words) The redemption wave affecting private credit BDCs is being exacerbated by an increasingly popular arbitrage opportunity of moving funds into discounted public BDCs. Morningstar is preparing to roll out its previously announced medalist rating tweaks. These are among the investment…...

15+ hour, 26+ min ago  (360+ words) Powering the business IQ of the RIA industry. Procyon's Phil Fiore details how the firm transitioned from a wirehouse environment to build a fast-growing independent RIA. In this episode of the RIA Edge podcast, host David Armstrong speaks with Phil…...

15+ hour, 49+ min ago  (533+ words) Sights, sounds and insights from industry events and more. From AI adoption to unified data layers, industry leaders share what's actually making the cut in their 2026 fintech playbooks. At the T3 Conference, this year's theme focused on turning noise into knowledge…...

16+ hour, 21+ min ago  (813+ words) Sights, sounds and insights from industry events and more. The creator of the 4% rule breaks down what still holds up, what's misunderstood and how retirees should think about withdrawals today. Bill Bengen, the architect of the 4% rule, revisits the research…...

20+ hour, 2+ min ago  (535+ words) The new division, Cache River Private Wealth, offers services that firm founder and strategy chief Bill Sowell calls "family-office lite." Sowell Management, a registered investment advisor based in North Little Rock, Ark. , with more than $6. 5 billion in assets under management,…...

15+ hour, 48+ min ago  (478+ words) The RIA has also named Zocks co-founder and CEO Mark Gilbert and former Envestnet executive Jim Patrick to its board of directors. RFG Advisory, the Birmingham, Ala. -headquartered hybrid RIA platform with $7. 3 billion in assets, has made a strategic investment…...

1+ day, 11+ hour ago  (412+ words) Tamer "etin is suing FINRA, alleging the agency terminated him for "unacceptable conduct" in 2025. The firing came several months after he'd taken three months of medical leave. A former employee with the Financial Industry Regulatory Authority is suing the brokerage…...

1+ day, 7+ hour ago  (564+ words) Allspring's Derrick Irwin discusses what the Iran war did to investor appetite for emerging markets, and where he sees opportunities despite the chaos. Related: 12 Investment Must Reads for This Week (March 3, 2026) Despite the headwinds, Irwin is optimistic that emerging market…...

1+ day, 14+ hour ago  (691+ words) The real risk is not that AI makes mistakes; it is that they are often easy to miss. Most coverage of artificial intelligence in finance focuses on what these tools can do. Less attention is paid to how they perform…...