https://www.wealthadvisordaily.com/story/ascensus-launches-a-participant-referral-workflow-for-plan-advisers Wealth Advisor Dailyen 2026-10-01T18:10:48.956Z Ascensus launches a participant-referral workflow for plan advisers https://www.wealthadvisordaily.com/story/concurrent-acquires-spire-s-5-4-billion-book-and-30-teams-keep-their-brands Wealth Advisor Dailyen 2026-10-01T17:32:28.404Z Concurrent acquires Spire, a $5.4 billion RIA with 30 advisor teams https://www.wealthadvisordaily.com/story/lakewood-wealth-s-170-million-ann-arbor-team-moves-from-cambridge-to-lpl Wealth Advisor Dailyen 2026-10-01T13:50:25.780Z Lakewood Wealth's $170 million Ann Arbor team moves from Cambridge to LPL https://www.wealthadvisordaily.com/story/fpa-and-snappy-kraken-rebuild-plannersearch-around-a-12-question-client-quiz Wealth Advisor Dailyen 2026-10-01T13:50:05.291Z FPA and Snappy Kraken rebuild PlannerSearch around a 12-question client quiz https://www.wealthadvisordaily.com/story/feathery-co-founder-pitches-firm-wide-ai-workflow-redesign-to-small-rias Wealth Advisor Dailyen 2026-10-01T13:48:22.243Z Feathery co-founder pitches firm-wide AI workflow redesign to small RIAs https://www.wealthadvisordaily.com/story/timewise-financial-s-caroline-piehl-describes-succeeding-her-father-as-managing- Wealth Advisor Dailyen 2026-10-01T13:46:02.181Z Timewise Financial's Caroline Piehl describes succeeding her father as managing partner https://www.wealthadvisordaily.com/story/ed-slott-the-qcd-cap-survives-an-rmd-and-a-roth-conversion Wealth Advisor Dailyen 2026-10-01T13:44:01.728Z Ed Slott: the QCD cap survives an RMD and a Roth conversion https://www.wealthadvisordaily.com/story/sec-proposes-20-performance-fees-for-rias-and-a-wider-accredited-investor-test Wealth Advisor Dailyen 2026-10-01T12:13:19.878Z SEC proposes 20% performance fees for RIAs and a wider accredited-investor test https://www.wealthadvisordaily.com/story/kitces-carl-s-200th-episode-how-advisors-explain-a-fee-when-the-value-is-intangi Wealth Advisor Dailyen 2026-10-01T12:13:19.467Z Kitces & Carl's 200th episode: how advisors explain a fee when the value is intangible https://www.wealthadvisordaily.com/story/sec-proposes-exam-route-to-accredited-investor-status Wealth Advisor Dailyen 2026-10-01T11:46:16.408Z SEC proposes exam route to accredited investor status https://www.wealthadvisordaily.com/story/tiaa-survey-53-of-adults-fear-outliving-savings-more-than-underspending-lyqk Wealth Advisor Dailyen 2026-10-01T10:42:03.843Z TIAA survey: 53% of adults fear outliving savings more than underspending https://www.wealthadvisordaily.com/story/pontera-pitches-an-ai-trust-layer-as-schwab-prepares-its-charley-agent Wealth Advisor Dailyen 2026-10-01T01:42:16.463Z Pontera pitches an AI trust layer as Schwab prepares its Charley agent https://www.wealthadvisordaily.com/story/sec-weighs-three-proposals-to-widen-retail-access-to-private-markets Wealth Advisor Dailyen 2026-09-30T23:26:16.176Z SEC weighs three proposals to widen retail access to private markets https://www.wealthadvisordaily.com/story/sec-proposes-an-exam-based-path-to-accredited-investor-status Wealth Advisor Dailyen 2026-09-30T22:40:38.252Z SEC proposes an exam-based path to accredited investor status https://www.wealthadvisordaily.com/story/irs-plans-guidance-on-trades-used-to-harvest-losses-against-ordinary-income Wealth Advisor Dailyen 2026-09-30T21:58:41.344Z IRS plans guidance on trades used to harvest losses against ordinary income https://www.wealthadvisordaily.com/story/butler-researchers-pitch-a-flexible-3-rule-as-a-4-withdrawal-alternative Wealth Advisor Dailyen 2026-09-30T19:43:00.942Z Butler researchers pitch a flexible 3% rule as a 4% withdrawal alternative https://www.wealthadvisordaily.com/story/sec-proposes-20-ria-performance-fees-and-looser-interval-fund-redemptions Wealth Advisor Dailyen 2026-09-30T19:03:55.370Z SEC proposes up to 20% RIA performance fees and looser interval-fund redemptions https://www.wealthadvisordaily.com/story/nasaa-issues-investor-advisory-on-finfluencer-pay-red-flags-and-registration Wealth Advisor Dailyen 2026-09-30T18:59:48.246Z NASAA issues investor advisory on finfluencer pay, red flags and registration https://www.wealthadvisordaily.com/story/a-1-3-billion-ubs-duo-joins-ascend-advisory-group-in-dublin-ohio Wealth Advisor Dailyen 2026-09-30T18:16:07.419Z A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio https://www.wealthadvisordaily.com/story/sec-proposes-performance-fees-in-regulated-funds-asks-about-finra-accreditation- Wealth Advisor Dailyen 2026-09-30T18:14:01.566Z SEC proposes performance fees in regulated funds, asks about FINRA accreditation exam https://www.wealthadvisordaily.com/story/rockefeller-adds-truist-s-6-2-million-piedmont-wealth-partners-team-in-charlotte Wealth Advisor Dailyen 2026-09-30T16:08:58.686Z Rockefeller adds Truist's $6.2 million Piedmont Wealth Partners team in Charlotte https://www.wealthadvisordaily.com/story/a-0-5-of-agi-charitable-deduction-floor-takes-effect-in-2026-and-bunching-offset Wealth Advisor Dailyen 2026-09-30T12:16:11.843Z A 0.5%-of-AGI charitable deduction floor takes effect in 2026, and bunching offsets it https://www.wealthadvisordaily.com/story/goldman-survey-finds-fewer-americans-increasing-retirement-savings-as-gen-x-lags Wealth Advisor Dailyen 2026-09-30T12:03:22.699Z Goldman survey finds fewer Americans increasing retirement savings as Gen X lags https://www.wealthadvisordaily.com/story/alpinvest-and-blue-sky-file-secondaries-funds-bain-and-crescent-register-credit- Wealth Advisor Dailyen 2026-09-30T11:54:47.401Z AlpInvest and Blue Sky file secondaries funds; Bain and Crescent file credit funds https://www.wealthadvisordaily.com/story/goldman-sachs-survey-finds-retirement-savings-fell-as-living-costs-pressed Wealth Advisor Dailyen 2026-09-30T11:30:13.871Z Goldman survey: Share increasing retirement savings falls to 39% from 55% https://www.wealthadvisordaily.com/story/northwestern-mutual-opens-a-40-specialist-family-office-platform-to-its-advisors Wealth Advisor Dailyen 2026-09-30T03:33:04.753Z Northwestern Mutual opens a 40-specialist family office platform to its advisors https://www.wealthadvisordaily.com/story/cd-valet-sells-advisors-500-a-month-access-to-its-cd-shoppers Wealth Advisor Dailyen 2026-09-30T01:22:30.126Z CD Valet sells advisors $500-a-month access to its CD shoppers https://www.wealthadvisordaily.com/story/irs-ruling-targets-etf-conversions-used-to-realign-appreciated-portfolios Wealth Advisor Dailyen 2026-09-29T23:04:45.231Z IRS ruling targets ETF conversions used to realign appreciated portfolios https://www.wealthadvisordaily.com/story/treasury-proposes-auto-creating-530a-accounts-for-an-estimated-63-36-million-chi Wealth Advisor Dailyen 2026-09-29T23:04:17.778Z IRS, Treasury proposal would auto-create an estimated 63.36 million 530A accounts https://www.wealthadvisordaily.com/story/sen-blunt-rochester-s-rental-housing-bill-would-replace-27-5-year-depreciation-w Wealth Advisor Dailyen 2026-09-29T22:16:54.475Z Sen. Blunt Rochester's rental housing bill would replace 27.5-year depreciation with per-unit expensing https://www.wealthadvisordaily.com/story/wells-fargo-advisors-tells-remaining-producing-managers-to-pick-clients-or-manag Wealth Advisor Dailyen 2026-09-29T20:51:32.681Z Most remaining Wells producing managers told to pick clients or management https://www.wealthadvisordaily.com/story/tax-foundation-models-86-tax-code-changes-led-by-amt-simplification Wealth Advisor Dailyen 2026-09-29T20:50:31.209Z Tax Foundation models 86 tax-code changes, led by AMT simplification https://www.wealthadvisordaily.com/story/ensemble-practice-pay-study-finds-advisor-cash-climbing-equity-scarcer Wealth Advisor Dailyen 2026-09-29T20:50:20.134Z Ensemble Practice pay study finds advisor cash climbing, equity scarcer