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7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More

7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More

The third quarter of 2026 has seen a historic climb in interest rates, a new Federal Reserve rate hike cycle, and oil prices surging back above $100 a barrel. Given this combination of developments, many investors might have assumed that equity markets would struggle heading into year-end. Yet the S&P 500 notched its 27th record […]

Michael Kitces
Claude For Financial Advisors Debuts To Tie Together The Advisor Tech Stack – But Will Tech Providers Play Along? (And More Of The Latest In Financial #AdvisorTech – October 2026)

Claude For Financial Advisors Debuts To Tie Together The Advisor Tech Stack – But Will Tech Providers Play Along? (And More Of The Latest In Financial #AdvisorTech – October 2026)

Welcome to the October 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Anthropic has announced the launch of Claude […]

Michael Kitces