Latest Insights

Mature entrepreneur walking and talking to advisor

From builder to philanthropist: How entrepreneurial business owners can navigate wealth transitions, identity and purpose

Aug 28, 2026 | RBC Wealth Management |

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

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AI data center

AI: Valuation signals

Aug 27, 2026 | Joseph Wu, CFA |

The equity market segment more directly tied to AI has undergone a notable valuation adjustment amid sharper scrutiny of AI capex durability, monetization timelines, and disruption risks. Can the companies deliver on profitability expectations?

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Repairing a pothole

U.S. fiscal policy potholes

Aug 20, 2026 | Atul Bhatia, CFA |

Identifying imperfections in U.S. fiscal policy is an easy task, but it’s less clear what the adjustment process will look like. We discuss the potential path ahead for the bloated federal deficit and debt, and what it could mean for investors.

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