Digest February 9th

BlackRock Signals Aggressive Wealth Strategy

By hiring Citi’s former head of investment management, BlackRock is reinforcing its commitment to dominating the high-net-worth segment. The $80 billion platform now under new leadership suggests increased competition for advisor partnerships and investor flows in 2026.
Read More

Schwab’s Surge Reflects Investor Confidence

Charles Schwab’s recent spike in new accounts highlights how market optimism is translating into real client activity. The firm’s ability to scale both tech and personal advice is proving to be a growth engine — something independent advisors can learn from in shaping their own service strategies.
Read More

FCA Moves to Support Better Investor Decisions

The FCA’s new initiative to guide consumers through complex financial and retirement choices is part of a global regulatory pivot toward proactive investor education. Advisors in the U.S. may want to prepare for similar shifts — especially around how they document advice and present complex strategies.
Read More