Contrarian Thinking report says rising deal flow, SBA lending and AI are reshaping Main Street ownership
Flexible savings tools and alternative investments may improve retirement readiness by years
BNY data shows Canadian equities and hedge funds led gains as US stocks lagged in Q1
Northern Trust data shows modest gains as markets absorb conflict, inflation, and tech slump
UBS report finds $83T shift driven by early engagement, governance gaps, and evolving priorities.
Affluent heirs face rising complexity as expected inheritances near $1M, fueling shift to integrated guidance.
