Browsing: Examine

Small businesses employ 43.5 Percent of the U.S. workforce, while also generating local tax revenue, attracting tourists and supporting communities through charitable giving. Multiple 2026 surveys show the share of Americans who say they shop mostly at small businesses has tripled to 27% since 2021, while the share favoring large businesses fell from 47% to…

Studies from AssetMark, Vanguard and The Oasis Group examine how technology and better-designed workflows can create more capacity for client service, business development and growth. The findings point to opportunities for advisors to reclaim significant amounts of time, but also show that administrative work and incomplete use of available technology continue to leave capacity untapped.