https://www.wealthadvisordaily.com/story/the-app-score-belongs-in-recordkeeper-due-diligence Wealth Advisor Dailyen 2026-09-10T16:07:14.034Z The app score belongs in recordkeeper due diligence https://www.wealthadvisordaily.com/story/the-sec-s-ai-priorities-turn-on-who-signs-the-review Wealth Advisor Dailyen 2026-09-10T12:12:55.230Z The SEC's AI priorities turn on who signs the review https://www.wealthadvisordaily.com/story/a-zero-fee-custody-pitch-turns-due-diligence-upside-down Wealth Advisor Dailyen 2026-09-10T12:06:24.362Z A zero-fee custody pitch turns due diligence upside down https://www.wealthadvisordaily.com/story/put-the-client-s-health-spending-on-the-portfolio-page Wealth Advisor Dailyen 2026-09-10T11:51:25.017Z Put the client's health spending on the portfolio page https://www.wealthadvisordaily.com/story/a-710-million-exit-where-the-founder-stays-put Wealth Advisor Dailyen 2026-09-10T10:42:46.270Z A $710 million exit where the founder stays put https://www.wealthadvisordaily.com/story/conquest-drops-planning-and-bets-on-a-white-label-advice-engine Wealth Advisor Dailyen 2026-09-10T04:40:15.460Z Conquest drops 'Planning' and bets on a white-label advice engine https://www.wealthadvisordaily.com/story/bain-s-vestmark-buy-makes-the-next-renewal-a-negotiation Wealth Advisor Dailyen 2026-09-10T04:01:18.812Z Bain's Vestmark buy makes the next renewal a negotiation https://www.wealthadvisordaily.com/story/ibkr-pitches-rias-with-a-fee-page-and-a-promise Wealth Advisor Dailyen 2026-09-09T22:05:01.630Z IBKR pitches RIAs with a fee page and a promise https://www.wealthadvisordaily.com/story/jock-taxes-are-a-filing-problem-beyond-football Wealth Advisor Dailyen 2026-09-09T22:02:01.955Z Jock taxes are a filing problem beyond football https://www.wealthadvisordaily.com/story/banks-upstream-push-hands-rias-their-next-breakaway-wave Wealth Advisor Dailyen 2026-09-09T20:45:21.636Z Banks' upstream push hands RIAs their next breakaway wave https://www.wealthadvisordaily.com/story/wells-fargo-s-outage-is-a-vendor-dependency-audit Wealth Advisor Dailyen 2026-09-09T19:56:18.485Z Wells Fargo's outage is a vendor dependency audit https://www.wealthadvisordaily.com/story/health-portfolios-are-the-last-retirement-input-advisors-miss Wealth Advisor Dailyen 2026-09-09T19:10:09.135Z Health Portfolios Are the Last Retirement Input Advisors Miss https://www.wealthadvisordaily.com/story/defiance-s-hourly-reset-turns-leveraged-single-stock-etfs-into-a-compounding-bet Wealth Advisor Dailyen 2026-09-09T18:24:56.014Z Defiance's hourly reset turns leveraged single-stock ETFs into a compounding bet https://www.wealthadvisordaily.com/story/state-tax-treatment-of-trump-accounts-keeps-shifting Wealth Advisor Dailyen 2026-09-09T13:59:25.296Z State tax treatment of Trump accounts keeps shifting https://www.wealthadvisordaily.com/story/a-client-s-bad-trade-is-still-the-client-s-call Wealth Advisor Dailyen 2026-09-09T12:20:23.693Z A client's bad trade is still the client's call https://www.wealthadvisordaily.com/story/salesforce-bets-advisor-ai-on-follow-through-not-note-taking Wealth Advisor Dailyen 2026-09-09T03:57:11.339Z Salesforce bets advisor AI on follow-through, not note-taking https://www.wealthadvisordaily.com/story/new-scholarship-targets-career-changers-the-pipeline-cfp-funding-skips Wealth Advisor Dailyen 2026-09-08T22:12:29.482Z New scholarship targets career changers, the pipeline CFP funding skips https://www.wealthadvisordaily.com/story/senators-to-finra-make-transfer-locks-a-rule Wealth Advisor Dailyen 2026-09-08T20:29:25.521Z Senators to FINRA: make transfer locks a rule https://www.wealthadvisordaily.com/story/wells-fargo-s-second-outage-is-a-client-communication-test Wealth Advisor Dailyen 2026-09-08T19:11:14.514Z Wells Fargo's second outage is a client-communication test https://www.wealthadvisordaily.com/story/a-former-stanford-receiver-chooses-nil-freshmen-over-nfl-millions Wealth Advisor Dailyen 2026-09-08T19:07:18.802Z A former Stanford receiver chooses NIL freshmen over NFL millions