All Wealth Advisor Daily reporting, newest first.
A Fidelity briefing claims three fixed income options have outperformed money market products but stops short of naming them, framing the pitch as direction rather than product menu.
A $150 donation can sideline a firm from public pension business for two years; the SEC is moving to soften that math.
The doubling buys a reprieve; the supply picture keeps long-duration risk high.
The complaint's 46% average markup is what 'no upfront fee' can look like in a pre-IPO fund sold to retail clients.
The complaint against Morgan Stanley shows why advisors should put leave policies and accommodation requests in writing before surgery.
A celebrity estate fight and a teacher's 403(b) show what a stale plan costs.
Ed Slott's IRAHelp explainer: contributions come out of the consolidated Roth IRA before a cent of conversion basis does.
A Financial Planning essay argues the 2022 correlation break and higher yields make a second look at fixed income worthwhile.
A Nerd's Eye View post sees the quiet spouse's silence as a communication gap. Meeting structure is the fix.
The tool applies the IRS Uniform Lifetime Table, so the higher starting age and fresh life expectancy tables show up as one withdrawal figure clients can plan around.
Advisor Growth Strategies' 2026 Deal Room report benchmarks the deal killers and the premium drivers.
The report's title claims a record first half, but the numbers stay locked behind a download form.
The record 11.6x median RIA multiple hides a six-turn spread; AGS says positioning, not size, decides which end a seller gets.
Advisor Growth Strategies' 11.6x median multiple is real; the market underneath it is pickier than the headline suggests.
The equity that owners give away early decides the premium they collect at exit, AGS argues.
Only 22% of RIA leaders say their successors can afford a buyout, and the gap is growing.
Ed Slott's compounding math shows why the new account is worth opening years before earned income arrives.
DeVoe & Company's 2024 talent report ties the succession decline to a next-generation bench under pressure.
The second-quarter Portfolio Insights report shows a twelve-point jump in index fund allocations and ETF expense ratios falling to 43 basis points.
A second IRA distribution can be converted to a Roth instead of rolled back, as long as the receiving custodian's Form 5498 codes it as a conversion.
The IRS's look-through test decides whether an inherited IRA in a trust gets 10 years or five, and a single non-person beneficiary can scuttle even a qualifying trust.
DeVoe & Company and Allworth Financial examine the emotional barriers to selling, using Marshall Financial Group's sale to Creative Planning as a case study.
The same retirement dollar can be fully shielded from one creditor and exposed to another, depending on the plan and the state.
In 2026, the traditional IRA deduction for an uncovered spouse phases out between $242,000 and $252,000 of modified adjusted gross income. Box 13 on the W-2 decides who qualifies.
The SECURE Act deadline applies to Roth accounts, and trusts do not make the transfer simpler.
Taxable Trump account withdrawals and conversions can trigger the kiddie tax from age 18, so advisors should start modeling the exposure.
The first installment gives advisors language to explain custom SMA benefits and the risks that come with them.
Ed Slott's mailbag walks through the per-conversion penalty clock and the shared earnings clock, then applies the same distinction to Trump accounts at 18.
Solo 401(k) plans miss the still-working break. One beneficiary's withdrawal can settle a mother's final RMD.
A CE-accredited program gives advisors the language to place private-market positions in client portfolios without hiding the risks.
The no-cost tool turns portfolio data into a client-ready report, and gives advisors back the time for the conversation that follows.
The recovery broadened and AI capital spending powered earnings, but the team says historically high prices leave little room for error.
Fidelity's 2026 outlook urges balance-sheet segmentation and argues AI's true payoff is time for the planning conversations high-net-worth clients value most.
The quarterly update gives advisors a defensible sector list and a warning on energy, then leaves the arithmetic to them.
Hightower's 2026 outlook argues the AI buildout is real, funded, and still early — and hands advisors the numbers to make the case to clients.
Fieldguide's survey of 400 professionals quantifies the AI adoption gap. Cerulli's data shows technology now decides where advisers move.
The guide's risk disclosures make it a useful handout for the client cash question.
Fidelity's manager research unit says disciplined fund selection adds value. Its new paper gives no numbers to back it up.
A fixed-rate, fixed-term primer that gives advisors client-ready language for CDs as a portfolio position.
Jen Hanau will lead the fifth channel, covering everything from W-2 employment to full RIA ownership. Cetera hasn't published the economics.
Firms with CRSP-labeled benchmarks now have to scrub the old name from client reports, model templates, and IPS documents.
A Neal-Wyden proposal would cut off new IRA contributions above $10 million in combined balances and eventually force minimum distributions from the largest accounts.
A paperless, no-setup-fee Solo 401(k) brings the growing self-employed market into advisor workflows without the administrative drag.
Cetera folds Avantax Planning Partners and The Retirement Planning Group into one RIA, promising advisors they won't have to choose between today and the future.
Most clients under 50 misunderstand survivor and disability benefits. The survey numbers give advisors a place to start.
PensionBee's new analysis turns a $107,000 balance into a due-diligence checklist.
A Guardian report and a Bquest critique push the planning conversation from childhood savings into the spending years.
A voluntary electronic process under SECURE 2.0 would move retirement money straight to the receiving plan.
Advisors should price the extra working year as a chance to fix cash flow, cut sequence risk, and reset next-generation expectations.
The partnership targets the post-meeting administrative grind, and SEI's real investment is in advisor confidence.
The latest from Wealth Advisor Daily, in your inbox every weekday. Free.