https://www.wealthadvisordaily.com/story/orion-quotes-vendors-up-to-20-000-a-month-for-platform-data Wealth Advisor Dailyen 2026-10-10T13:28:05.460Z Orion quotes vendors up to $20,000 a month for platform data https://www.wealthadvisordaily.com/story/bny-pershing-retires-wove-and-shifts-ria-platform-reset-to-adam-vos Wealth Advisor Dailyen 2026-10-10T03:26:51.608Z BNY Pershing retires Wove and shifts RIA platform reset to Adam Vos https://www.wealthadvisordaily.com/story/fidelity-plans-100-million-ria-custody-minimum-with-june-2027-deadline Wealth Advisor Dailyen 2026-10-09T20:36:22.000Z Fidelity plans $100 million RIA custody minimum with June 2027 deadline https://www.wealthadvisordaily.com/story/xypn-advicetech-judges-press-six-finalists-on-fit-with-existing-systems Wealth Advisor Dailyen 2026-10-09T19:07:41.247Z XYPN AdviceTech judges press six finalists on fit with existing systems https://www.wealthadvisordaily.com/story/how-a-family-s-advisors-can-each-see-only-part-of-its-finances Wealth Advisor Dailyen 2026-10-09T19:06:33.084Z How a family's advisors can each see only part of its finances https://www.wealthadvisordaily.com/story/pathstone-credits-client-events-for-referrals-as-assets-reach-200-billion Wealth Advisor Dailyen 2026-10-09T16:57:53.191Z Pathstone credits client events for referrals as assets reach $200 billion https://www.wealthadvisordaily.com/story/nearly-40-of-retirement-investors-want-a-detailed-income-plan-cerulli-finds Wealth Advisor Dailyen 2026-10-09T16:56:25.955Z Nearly 40% of retirement investors want a detailed income plan, Cerulli finds https://www.wealthadvisordaily.com/story/sec-proposes-expanding-cross-trading-by-registered-funds Wealth Advisor Dailyen 2026-10-09T16:05:31.534Z SEC proposes expanding cross trading by registered funds https://www.wealthadvisordaily.com/story/diamond-report-puts-employee-model-recruiting-packages-at-up-to-425-of-revenue Wealth Advisor Dailyen 2026-10-09T14:39:20.860Z Diamond report puts employee-model recruiting packages at up to 425% of revenue https://www.wealthadvisordaily.com/story/wealth-solutions-report-commentary-says-platforms-overlook-mid-sized-advisors Wealth Advisor Dailyen 2026-10-09T14:39:00.490Z Wealth Solutions Report commentary says platforms overlook mid-sized advisors https://www.wealthadvisordaily.com/story/wmiq-advisor-market-sentiment-falls-to-115-as-economic-outlook-improves Wealth Advisor Dailyen 2026-10-09T14:37:39.235Z WMIQ advisor market sentiment falls to 115 as economic outlook improves https://www.wealthadvisordaily.com/story/goldman-sachs-coo-john-waldron-could-become-ceo-in-january-riabiz-reports Wealth Advisor Dailyen 2026-10-09T12:02:30.072Z Goldman Sachs COO John Waldron could become CEO in January, RIABiz reports https://www.wealthadvisordaily.com/story/hightower-signature-to-add-1-billion-synergy-a-partner-since-2017 Wealth Advisor Dailyen 2026-10-09T11:45:35.769Z Hightower Signature to add $1 billion Synergy, a partner since 2017 https://www.wealthadvisordaily.com/story/advisors-under-fidelity-s-100-million-custody-minimum-face-months-of-repapering Wealth Advisor Dailyen 2026-10-09T11:38:10.112Z Advisors under Fidelity's $100 million custody minimum face months of repapering https://www.wealthadvisordaily.com/story/goldman-coo-john-waldron-could-become-chief-executive-in-january-riabiz-says Wealth Advisor Dailyen 2026-10-09T02:36:54.176Z Goldman COO John Waldron could become chief executive in January, RIABiz says https://www.wealthadvisordaily.com/story/coalition-greenwich-finds-22-of-100-000-to-5-million-households-use-both-advisor Wealth Advisor Dailyen 2026-10-08T22:04:14.125Z Coalition Greenwich finds 22% of $100,000-to-$5-million households use both advisors and DIY accounts https://www.wealthadvisordaily.com/story/iric-s-kevin-crain-urges-plainer-retirement-income-language-for-client-talks Wealth Advisor Dailyen 2026-10-08T22:03:39.233Z IRIC’s Kevin Crain urges plainer retirement income language for client talks https://www.wealthadvisordaily.com/story/hightower-s-w-2-ria-channel-to-add-1b-synergy-capital-solutions Wealth Advisor Dailyen 2026-10-08T20:36:55.105Z Hightower Signature to add $1B Synergy Capital Solutions https://www.wealthadvisordaily.com/story/section-530a-accounts-auto-enroll-60-million-children-stock-donation-rule-open-f Wealth Advisor Dailyen 2026-10-08T19:53:48.138Z More than 60 million children auto-enrolled in Trump accounts; stock-donation proposal out for comment