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Wealth Advisor Daily
You’re reading this edition
Edition No. 060
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Monday, October 12, 2026
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In network coverage since August 25, 2026 · 4 stories
Network coverage
the_wrap
The Plan Website Becomes the Rollover Desk
Recordkeepers are embedding debt and wellness tools to hold the login after the last paycheck, and this week's evidence shows the digital layer, not the fund menu, now determines where the balance goes.
the_wrap · Sep 3
PSCA taps PNC's Dall; Alight adds a wealth chief
plans · Aug 31
HSAs are taking in record cash—and keeping it there
book · Aug 25
HSA participation rises, retirement investing lags
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