https://www.wealthadvisordaily.com/story/jarvis-and-shilanski-lay-out-a-30-profitability-floor-and-client-color-coding Wealth Advisor Dailyen 2026-10-19T12:52:06.632Z Jarvis and Shilanski lay out a 30% profitability floor and client color coding https://www.wealthadvisordaily.com/story/sowell-management-names-scott-dooley-cio-and-forms-office-of-the-cio Wealth Advisor Dailyen 2026-10-19T12:50:31.064Z Sowell Management names Scott Dooley CIO and forms Office of the CIO https://www.wealthadvisordaily.com/story/janney-opens-houston-office-with-four-raymond-james-advisors-managing-nearly-3-5 Wealth Advisor Dailyen 2026-10-19T12:50:13.663Z Janney opens Houston office with four Raymond James advisors managing nearly $3.5B https://www.wealthadvisordaily.com/story/morningstar-excluding-long-term-care-costs-cuts-u-s-retirement-shortfall-risk-ab Wealth Advisor Dailyen 2026-10-19T12:00:02.979Z Morningstar: Excluding long-term-care costs cuts U.S. retirement shortfall risk about 25% https://www.wealthadvisordaily.com/story/f-g-finds-51-of-pre-retirees-plan-to-semi-retire-rather-than-stop-working Wealth Advisor Dailyen 2026-10-19T11:46:13.005Z F&G finds 51% of pre-retirees plan to semi-retire rather than stop working https://www.wealthadvisordaily.com/story/morningstar-research-puts-retirement-shortfall-risk-at-40-45 Wealth Advisor Dailyen 2026-10-18T21:45:45.686Z Morningstar research puts retirement shortfall risk at 40%-45% https://www.wealthadvisordaily.com/story/s-p-mercer-advisors-got-roughly-half-of-h1-net-new-assets-from-custodian-referra Wealth Advisor Dailyen 2026-10-17T13:28:38.132Z Mercer Advisors: roughly half of H1 2026 net new assets came from custodian referrals