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The rebundling conundrum

The TRADE

Most firms looked to get this research from their internal sources, or research payment accounts (RPA). The next question will be how quickly they can move across, with a small group getting it done by the end of the year and a much larger contingent now targeting 2026.”

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The Big Beautiful Bill (BBB): A Sweeping Tax Overhaul Signed into Law

MergersCorp M&A International

Estate Tax Exemption — Increased to $15 million starting in 2026, indexed for inflation. Advance Manufacturing Credit — Jumped from 25% to 35% starting in 2026. Opportunity Zones — A new permanent program begins after 2026, separate from the original TCJA structure. Section 179 Expensing — Limit raised to $2.5

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Buy Nvidia, Broadcom and these other underappreciated AI plays, Goldman Sachs says

CNBC: Investing

"Broadcom also continues to generate steady, growing profitability in its infrastructure software business," Schneider said, adding that AI will likely comprise over 40% of the company's revenue by 2026. " Schneider also likes Cadence, which makes software and hardware for chip design.

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LPL Financial Closes Its Acquisition of Commonwealth Financial Network

Global Newswire by Notified: M&A

Commonwealth will operate as a wholly-owned portfolio company through the onboarding of Commonwealth advisors to LPL’s platform, which is expected to be completed in the fourth quarter of 2026. The acquisition was announced on March 31, 2025.

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Wells Fargo's top ideas to help cushion your portfolio from rocky markets

CNBC: Investing

'Fireworks' this summer Wells Fargo expects limited upside for stocks this year and a recovery in 2026 , with the S & P 500 reaching 6,500 by the end of 2026. VTEB YTD mountain Vanguard Tax-Exempt Bond ETF year to date For one, yields are attractive, especially when their tax advantage is taken into account.

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These stocks could benefit if Trump expands private markets access in 401(k) plans, analysts say

CNBC: Investing

BlackRock's finance chief Martin Small said on an earnings call that the firm anticipates launching a proprietary LifePath target-date fund that includes private assets in 2026. BlackRock The asset management giant is "best positioned" as it has a substantial presence in the retirement plan space – accounting for more than $1.7

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LSEG technology to power Brazilian exchange A5X

The TRADE

“As Brazil’s economy grows and its markets continue to evolve, LSEG will deploy its real-time insights, performance analytics, and market infrastructure expertise to empower A5X in its journey of creating a more robust, innovative and efficient market in Brazil,” said Ron Lefferts, group head of sales and account management at LSEG.