A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyPrivate wealthDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalFamily Office DailyFamily offices & private capitalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor DailyYou’re reading this edition
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 21, 2026The Morning Brief →Sign in
person

Sydney Squires

In network coverage since August 31, 2026 · 3 stories
Network coverage
practice

Kitces article: prospects want the firm's fees and minimums, testimonials on websites

Sydney Squires describes two rounds of screening, and a cited report finds even referred prospects leave a site that cannot answer their questions.
practice · Aug 31Complexity pricing is how flat-fee advisors scale
practice · Aug 31The $100-an-hour tax on flat-fee advice
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.