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Private Equity

Exit Strategizing: Private Equity Carries Record Backlog of Companies into 2026

Despite a recent pickup in dealmaking, the industry is sitting on a backlog of at least 31,000 companies valued at $3.7 trillion.

1 min read
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Consumer

Consumer Spending Surge Sets Stage for Year-End Market Rally

Commerce Department data released this week showed US GDP rose 4.3% in the third quarter, with the American consumer to thank for it.

2 min read
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ETF Upside

American Century’s Avantis Crosses $100B AUM

Avantis Investors reached the asset milestone during a big year of growth and a legal proceeding over naming rights.

2 min read
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Advisor Upside

Why Schwab Raised Asset Minimums on ‘Fly Paper’ Referral Program

The brokerage doubled the minimum AUM requirement in its Schwab Advisor Network to $500 million recently.

1 min read
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Finance

Trian, General Catalyst Scoop Up Janus Henderson for $7.4 Billion

Trian and General Catalyst said going private will free the firm “from the constraints of operating as a public company.”

2 min read
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Advisor Upside

Finfluencers Can Say Whatever They Want Online. FINRA Is Paying Attention

As financial advice spreads online like wildfire, the agency opened a public comment period.

2 min read

M&A

‘Vortex of Volatility’ Kept 2025 Dealmaking From Breaking Records

Photo via Jimin Kim / SOPA Images/Sipa USA/Newscom

Standout deals included Union Pacific’s $88 billion purchase of Norfolk Southern and the $56.6 billion deal to take Electronic Arts private.

2 min read

Patent Drop

Glimpse into the future of technology.

Photo via U.S. Patent and Trademark Office

Google Patent Highlights AI and Quantum’s Symbiotic Relationship
Photo via U.S. Patent and Trademark Office

The Time and Place for AI Code Generators
Photo via U.S. Patent and Trademark Office

Into the Future: The Patent Drop Highlight Reel
Photo via U.S. Patent and Trademark Office

Amazon Tries to Help Alexa Get Personal

ETF Upside

SEC to Open Floodgates for Dual Share Classes

Photo by Juliana e Mariana Amorim via Unsplash

The agency granted approval to dozens of providers last week but reserved the right to bring future hearings.

2 min read

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