https://www.wealthadvisordaily.com/story/musk-s-spacex-share-pledge-would-put-unsellable-stock-in-trump-accounts Wealth Advisor Dailyen 2026-10-21T16:30:21.179Z Musk's SpaceX child-share pledge raises Trump Accounts lockup question https://www.wealthadvisordaily.com/story/off-channel-recordkeeping-scrutiny-shifting-to-sec-exams-finra-norton-rose-attor Wealth Advisor Dailyen 2026-10-21T16:27:40.146Z Kevin Harnisch: SEC off-channel focus moving from sweeps to exams; Finra still scrutinizes https://www.wealthadvisordaily.com/story/beacon-pointe-buys-1b-worthpointe-founder-van-slyke-won-t-join Wealth Advisor Dailyen 2026-10-21T16:25:58.842Z Beacon Pointe buys $1B WorthPointe; founder Van Slyke won't join https://www.wealthadvisordaily.com/story/wealthmanagement-com-column-says-estate-plans-miss-the-family-capital-that-prese Wealth Advisor Dailyen 2026-10-21T16:25:41.114Z WealthManagement.com column argues family capital decides whether wealth survives a transfer https://www.wealthadvisordaily.com/story/treasury-and-irs-put-donor-advised-fund-guidance-on-2026-2027-priority-plan Wealth Advisor Dailyen 2026-10-21T16:24:32.861Z Treasury and IRS put donor-advised fund guidance on 2026-2027 priority plan https://www.wealthadvisordaily.com/story/wealthmanagement-com-guide-lays-out-three-paths-and-four-questions-for-family-bu Wealth Advisor Dailyen 2026-10-21T16:24:29.805Z WealthManagement.com guide lays out three paths and four questions for family business succession https://www.wealthadvisordaily.com/story/irs-grants-estate-late-opt-out-from-automatic-gst-allocation-on-grats Wealth Advisor Dailyen 2026-10-21T16:23:47.926Z IRS grants estate late opt-out from automatic GST allocation on GRATs https://www.wealthadvisordaily.com/story/ed-slott-same-property-rule-can-void-a-60-day-ira-rollover Wealth Advisor Dailyen 2026-10-21T14:05:35.285Z Ed Slott: same-property rule can void a 60-day IRA rollover https://www.wealthadvisordaily.com/story/sec-adds-advisors-involved-in-ria-mergers-to-fiscal-2026-exam-priority-list Wealth Advisor Dailyen 2026-10-21T14:03:44.806Z SEC adds advisors involved in RIA mergers to fiscal 2026 exam priority list https://www.wealthadvisordaily.com/story/ezra-group-s-ai-connector-directory-grows-from-69-to-244-in-ten-weeks Wealth Advisor Dailyen 2026-10-21T14:03:15.742Z Ezra Group's AI connector directory grows from 69 to 244 in ten weeks https://www.wealthadvisordaily.com/story/fee-only-ria-asset-share-falls-to-34-among-5bn-plus-firms-cerulli-finds Wealth Advisor Dailyen 2026-10-21T14:02:48.865Z Fee-only RIA asset share falls to 34% among $5bn-plus firms, Cerulli finds https://www.wealthadvisordaily.com/story/bofa-survey-37-of-incoming-u-s-family-office-principals-said-they-were-very-prep Wealth Advisor Dailyen 2026-10-21T12:00:29.726Z BofA survey: 37% of incoming U.S. family office principals said they were very prepared https://www.wealthadvisordaily.com/story/blackrock-q4-fixed-income-outlook-says-similar-yields-carry-different-risks Wealth Advisor Dailyen 2026-10-21T11:50:34.820Z BlackRock Q4 fixed income outlook says similar yields carry different risks https://www.wealthadvisordaily.com/story/bank-of-america-study-finds-37-of-family-offices-rate-incoming-principals-very-p Wealth Advisor Dailyen 2026-10-21T11:50:21.097Z BofA study: 37% said incoming principal was very prepared when transition occurred https://www.wealthadvisordaily.com/story/kitces-maps-a-two-track-client-review-strategy-for-compliance-wary-rias Wealth Advisor Dailyen 2026-10-21T11:49:52.922Z Nerd's Eye View lays out a two-pronged client review approach for RIAs https://www.wealthadvisordaily.com/story/us-pension-system-graded-c-as-sustainability-score-slips-to-57-1 Wealth Advisor Dailyen 2026-10-21T11:49:16.624Z US pension system graded C+ as sustainability score slips to 57.1 https://www.wealthadvisordaily.com/story/8vc-files-20-4m-fund-with-zero-sold-bregal-reports-80-8m-co-invest-sold Wealth Advisor Dailyen 2026-10-21T11:48:00.276Z 8VC files $20.4M fund with zero sold; Bregal reports $80.8M co-invest sold https://www.wealthadvisordaily.com/story/charles-schwab-plans-its-own-long-short-sma-ceo-rick-wurster-says Wealth Advisor Dailyen 2026-10-21T02:46:41.984Z Charles Schwab plans its own long/short SMA, CEO Rick Wurster says https://www.wealthadvisordaily.com/story/michael-kitces-ai-s-main-effect-will-be-deeper-client-engagements Wealth Advisor Dailyen 2026-10-20T23:42:06.894Z Michael Kitces: AI's main effect will be deeper client engagements https://www.wealthadvisordaily.com/story/prudential-wealth-advisors-to-centralize-recruiting-targeting-2027-launch Wealth Advisor Dailyen 2026-10-20T22:17:03.769Z Prudential Wealth Advisors to centralize recruiting, targeting 2027 launch https://www.wealthadvisordaily.com/story/devoe-ria-deal-volume-down-17-as-broker-dealers-enter-m-a Wealth Advisor Dailyen 2026-10-20T22:16:39.556Z DeVoe: RIA deal volume down 17% as broker-dealers enter M&A https://www.wealthadvisordaily.com/story/stanford-economists-estimate-california-prop-40-would-raise-30-billion Wealth Advisor Dailyen 2026-10-20T22:16:32.702Z Stanford economists estimate California Prop 40 would raise $30 billion https://www.wealthadvisordaily.com/story/morningstar-raises-vanguard-global-wellington-process-pillar-to-high Wealth Advisor Dailyen 2026-10-20T22:16:24.985Z Morningstar raises Vanguard Global Wellington process pillar to High https://www.wealthadvisordaily.com/story/elevation-point-takes-minority-stake-in-750m-ubs-las-vegas-breakaway Wealth Advisor Dailyen 2026-10-20T19:59:44.379Z Elevation Point takes minority stake in $750M UBS Las Vegas breakaway https://www.wealthadvisordaily.com/story/jump-ties-fmg-content-to-meeting-follow-ups-zocks-joins-lpl-network Wealth Advisor Dailyen 2026-10-20T19:59:33.800Z Jump links FMG content to follow-ups; Zocks partners with LPL https://www.wealthadvisordaily.com/story/beacon-pointe-adds-three-firms-and-1-35-billion-wealthspire-buys-atlantic-swiss Wealth Advisor Dailyen 2026-10-20T17:49:11.817Z Beacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss https://www.wealthadvisordaily.com/story/55ip-expands-ria-uma-lineup-with-j-p-morgan-blackrock-models Wealth Advisor Dailyen 2026-10-20T17:46:21.227Z 55ip expands RIA UMA lineup with J.P. Morgan, BlackRock models https://www.wealthadvisordaily.com/story/osaic-recruits-2-3-billion-icg-next-team-from-lpl-financial Wealth Advisor Dailyen 2026-10-20T17:46:13.550Z Osaic recruits $2.3 billion ICG next team from LPL Financial https://www.wealthadvisordaily.com/story/gen-z-trust-in-ai-only-advice-falls-to-10-sifma-kpmg-survey-finds Wealth Advisor Dailyen 2026-10-20T17:45:48.110Z Gen Z trust in AI-only advice falls to 10%, SIFMA-KPMG survey finds https://www.wealthadvisordaily.com/story/mercer-global-advisors-completes-aspen-investing-rollout-across-43-000-client-ac Wealth Advisor Dailyen 2026-10-20T17:45:07.994Z Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts https://www.wealthadvisordaily.com/story/devenir-52-of-hsa-assets-were-invested-by-june-30 Wealth Advisor Dailyen 2026-10-20T16:57:36.173Z Devenir: 52% of HSA assets were invested by June 30 https://www.wealthadvisordaily.com/story/nationwide-survey-74-of-gen-z-weighed-portfolio-changes-before-midterms Wealth Advisor Dailyen 2026-10-20T15:35:10.462Z Nationwide survey: nearly three-quarters of Gen Z changed or considered changing portfolios https://www.wealthadvisordaily.com/story/tax-foundation-says-florida-amendment-3-would-cut-local-property-tax-base Wealth Advisor Dailyen 2026-10-20T15:32:56.622Z Tax Foundation says Florida Amendment 3 would cut the local property tax base https://www.wealthadvisordaily.com/story/bofa-cuts-ameriprise-to-underperform-citing-advisor-exits-and-retention-loan-cos Wealth Advisor Dailyen 2026-10-20T15:31:54.419Z BofA cuts Ameriprise to Underperform, citing advisor exits and retention loan costs https://www.wealthadvisordaily.com/story/partners-group-cuts-fees-on-6-6bn-global-value-fund-ahead-of-vote Wealth Advisor Dailyen 2026-10-20T15:30:51.011Z Partners Group cuts fees on €6.6bn Global Value fund ahead of vote https://www.wealthadvisordaily.com/story/osaic-adds-2-3-billion-icg-next-from-lpl-keeping-firm-s-brand Wealth Advisor Dailyen 2026-10-20T15:29:43.166Z Osaic adds $2.3 billion ICG next from LPL, keeping firm's brand https://www.wealthadvisordaily.com/story/mercer-advisors-completes-aspen-investing-rollout-with-in-house-direct-indexing-892h Wealth Advisor Dailyen 2026-10-20T15:29:11.845Z Mercer Advisors completes Aspen Investing rollout with in-house direct indexing https://www.wealthadvisordaily.com/story/assetmark-adds-two-private-equity-interval-funds-taking-shelf-to-six Wealth Advisor Dailyen 2026-10-20T15:29:00.969Z AssetMark adds two private equity interval funds, taking shelf to six https://www.wealthadvisordaily.com/story/investmentnews-column-independent-firms-can-develop-associate-advisors-through-s Wealth Advisor Dailyen 2026-10-20T13:16:57.253Z InvestmentNews column: independent firms can develop associate advisors through strategic projects https://www.wealthadvisordaily.com/story/betterment-adds-mega-backdoor-roth-to-its-solo-401-k-platform Wealth Advisor Dailyen 2026-10-20T13:16:41.902Z Betterment adds mega-backdoor Roth to its solo 401(k) platform https://www.wealthadvisordaily.com/story/icg-next-leaves-lpl-for-osaic-with-2-3-billion-and-acquisition-plans Wealth Advisor Dailyen 2026-10-20T12:12:59.968Z ICG next leaves LPL for Osaic with $2.3 billion and acquisition plans https://www.wealthadvisordaily.com/story/focus-financial-partners-names-nevis-its-enterprise-ai-platform-starting-with-ac Wealth Advisor Dailyen 2026-10-20T11:53:19.120Z Focus Financial Partners names Nevis its enterprise AI platform, starting with account opening https://www.wealthadvisordaily.com/story/bank-of-america-downgrades-ameriprise-questioning-whether-retention-bonuses-keep Wealth Advisor Dailyen 2026-10-20T11:52:20.971Z Bank of America downgrades Ameriprise, questioning whether retention bonuses keep big teams https://www.wealthadvisordaily.com/story/empower-survey-1-in-3-americans-may-have-lost-track-of-an-old-401-k Wealth Advisor Dailyen 2026-10-20T11:51:55.529Z Empower survey: 1 in 3 Americans may have lost track of an old 401(k) https://www.wealthadvisordaily.com/story/rockefeller-family-dynamics-head-says-trusts-alone-don-t-prepare-heirs Wealth Advisor Dailyen 2026-10-20T11:49:55.917Z Rockefeller family-dynamics head says trusts alone don't prepare heirs https://www.wealthadvisordaily.com/story/average-social-security-cola-adds-75-a-month-in-2027-fidelity-suggests-a-plannin Wealth Advisor Dailyen 2026-10-20T00:50:03.693Z Average Social Security COLA adds $75 a month in 2027; Fidelity suggests a planning review https://www.wealthadvisordaily.com/story/shinyhunters-claimed-client-data-theft-at-mercer-and-beacon-pointe Wealth Advisor Dailyen 2026-10-19T20:40:36.528Z ShinyHunters claimed client data theft at Mercer and Beacon Pointe https://www.wealthadvisordaily.com/story/two-jpmorgan-advisors-leave-with-18-6b-to-launch-self-funded-latigo-peak Wealth Advisor Dailyen 2026-10-19T20:39:58.133Z Two JPMorgan advisors leave with $18.6B to launch self-funded Latigo Peak https://www.wealthadvisordaily.com/story/edward-jones-81-of-caregivers-would-sacrifice-their-own-financial-security Wealth Advisor Dailyen 2026-10-19T18:56:04.919Z Edward Jones: 81% of financial caregivers for adults 65+ would sacrifice own financial security https://www.wealthadvisordaily.com/story/phil-scott-jim-atwood-launch-self-funded-ria-with-18-6-billion Wealth Advisor Dailyen 2026-10-19T17:19:37.647Z Phil Scott, Jim Atwood launch self-funded RIA with $18.6 billion https://www.wealthadvisordaily.com/story/sofi-survey-women-25-45-rank-investing-11th-among-money-priorities Wealth Advisor Dailyen 2026-10-19T17:19:13.070Z SoFi survey: women 25-45 rank investing 11th among money priorities