Digest August 11th

Tariffs May Be Coming for Your Retirement Savings. Here’s What to Do.

U.S. tariff policy could impact retirees through higher costs and market volatility. Advisors are urged to steer clients toward strategic portfolio actions—such as minimizing exposure to TIPS and increasing allocations to emerging-market bonds—while managing credit risk among lower-income retirees.
Human Interest

4 M&A Trends Keeping Bankers Busy This Summer

M&A activity surged as deal volume in the first half of 2025 climbed ~27 % year‑over‑year, including a 57 % jump in deals over $10 billion. Key drivers include financial institutions, private equity sponsors, and growing investments in AI and infrastructure assets—underscoring opportunities for advisors focused on institutional capital flows and successor planning.
Business Insider

How the Right Digital Tools Can Elevate Your Wealth Management Business

Digital capabilities—from integrated client portals to RegTech and AI-powered marketing—have become critical differentiators. Clients expect seamless access and personalization comparable to experiences offered by leading consumer technology platforms. Advisors are encouraged to continuously audit and enhance their tech stack to strengthen client relationships.
investopedia.com