EbixMeridian

Insights and education.

Articles on private markets, investing, insurance, and the business of advice. Written in plain language by the team behind EbixMeridian.

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Consumer EducationJune 18, 2026 · 9 min read

What Is Private Equity, and Why Does It Matter to You?

A plain-language guide to what private equity actually is, how it differs from the stock market, and why it now matters to ordinary investors and not just institutions.

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Consumer Education

June 18, 2026 · 9 min read

What Is Private Equity, and Why Does It Matter to You?

A plain-language guide to what private equity actually is, how it differs from the stock market, and why it now matters to ordinary investors and not just institutions.

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Consumer Education

April 14, 2026 · 8 min read

How Advisors Build an Investment Strategy

Behind every durable portfolio is a strategy that connects goals, time horizon, and risk. A plain-language walkthrough of the frameworks advisors use, and where private markets fit.

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For Advisors

March 10, 2026 · 8 min read

What AI Agents Actually Do Inside an Advisory Practice

Past the hype, an AI agent is software that completes a bounded task using the firm's own data and shows its work. Here is where agents genuinely earn their keep in advisory work, and the guardrails that separate useful from dangerous.

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Tax documents and a calculator on a desk

Tax & Regulation

February 11, 2026 · 9 min read

K-1s, 1099s, and the 2025 Tax Law: What Private-Market Investors Should Know This Season

The 2026 filing season is the first full season under the July 2025 tax law. Here is what changed, what stayed the same, and how organized firms keep K-1 season from becoming a crisis.

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US Market

January 20, 2026 · 8 min read

The US Independent Advisor Market in 2026: Growth, Consolidation, and the Private-Markets Shift

Independence keeps winning, M&A keeps consolidating, and client money keeps moving toward private markets. Three forces are reshaping the economics of running an advisory firm in 2026.

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An advisor's desk with multiple screens and applications

For Advisors

November 4, 2025 · 7 min read

The Real Cost of the Assembled Advisor Tech Stack

The subscription line items are the visible half. Re-keyed data, reconciliation, broken integrations, and a fragmented client record are where an assembled stack actually gets expensive.

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A couple walking together, planning for retirement

Consumer Education

September 16, 2025 · 7 min read

Private Markets Are Coming to Retirement Accounts. What Should Investors Know?

A 2025 executive order asked regulators to open 401(k) plans to alternative assets, and major managers announced retirement products with private sleeves. Here is what changed, what did not, and what to ask.

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A multi-generational family together outdoors

Consumer Education

August 5, 2025 · 7 min read

Why Annuities and Life Insurance Belong in the Retirement Conversation

Markets get the attention, but two of the oldest instruments in finance handle the risks a portfolio cannot: living longer than your money, and a family losing the income the plan depends on.

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Global Perspective

June 24, 2025 · 6 min read

What Running Wealth Platforms in 17 Countries Teaches You

EbixMeridian is built on MoneyWare, a platform serving 300+ financial institutions across 17 countries. Two decades of that work produce lessons no single-market product ever learns.

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White paper · 2026 Edition

Private Markets and the Independent AdvisorA 2026 Field Guide

A practical guide for independent advisory firms adding private-market offerings to their practice: suitability, operations, tax administration, technology, and the client conversation, in one document.

The suitability conversation: who private markets fit, and who they do not
Operations: commitments, capital calls, and distributions without spreadsheets
Tax administration: running K-1 and 1099 season on rails
Technology: what to consolidate, what to ask vendors, what AI changes

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EbixMeridian

Private Markets and the Independent Advisor

A 2026 Field Guide

2026 Edition15 pages

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A specialist walks you through the platform on scenarios from your own practice, usually within one business day of your request.

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Insights and education.

What Is Private Equity, and Why Does It Matter to You?

All articles

What Is Private Equity, and Why Does It Matter to You?

How Advisors Build an Investment Strategy

What AI Agents Actually Do Inside an Advisory Practice

K-1s, 1099s, and the 2025 Tax Law: What Private-Market Investors Should Know This Season

The US Independent Advisor Market in 2026: Growth, Consolidation, and the Private-Markets Shift

The Real Cost of the Assembled Advisor Tech Stack

Private Markets Are Coming to Retirement Accounts. What Should Investors Know?

Why Annuities and Life Insurance Belong in the Retirement Conversation

What Running Wealth Platforms in 17 Countries Teaches You

Private Markets and the Independent AdvisorA 2026 Field Guide

See EbixMeridianin a working demo

See EbixMeridian
in a working demo